JP Morgan Securities
Description
Address: 3424 Peachtree Rd NE Suite #1700, Atlanta, GA 30326 Phone: (404) 842-4000Category: : Place name: : Hours: : : Website: : : Website: http://www.jpmorgansecurities.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of J.P. Morgan Securities Posting publicly on the Web Write a review Reviews Be the first to review
JP Morgan Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JP Morgan Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JP Morgan Securities Employees
Employee
Years
Job
Industry
Ben Ybarra Ben Ybarra's JP Morgan Securities Experience July 2008 - August 2014
Job Associate Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JP Morgan Securities July 2008 - August 2014
Chase Investment Services Corp December 2006 - July 2008
Edward Jones June 2004 - November 2006
Skills
Series 7, Business Strategy, Series 63, Mutual Funds, Strategic Financial..., Strategic Planning, Asset Allocation, Wealth Management, Investments, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Finance/Marketing/Entrepreneurship
Purdue University 1999 — 2004
Bachelor of Science, Management
JPMorgan Chase & Co. September 2014 - Present
JP Morgan Securities July 2008 - August 2014
Chase Investment Services Corp December 2006 - July 2008
Edward Jones June 2004 - November 2006
Skills
Series 7, Business Strategy, Series 63, Mutual Funds, Strategic Financial..., Strategic Planning, Asset Allocation, Wealth Management, Investments, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Finance/Marketing/Entrepreneurship
Purdue University 1999 — 2004
Bachelor of Science, Management
Jeff Hathaway Jeff Hathaway's JP Morgan Securities Experience June 2011 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
JP Morgan Securities June 2011 - August 2015
Bank of the West 2008 - 2011
The Private Consulting Group February 1996 - March 2008
Education
Portland State University - School of Business
MBA, Finance Marketing
JP Morgan Securities June 2011 - August 2015
Bank of the West 2008 - 2011
The Private Consulting Group February 1996 - March 2008
Education
Portland State University - School of Business
MBA, Finance Marketing
Warren Cohen Warren Cohen's JP Morgan Securities Experience May 2005 - October 2012
Job Managing Principal / Founder at Clearfront Advisory, LLC
Industry Financial Services
Experience
Clearfront Advisory October 2012 - Present
JP Morgan Securities May 2005 - October 2012
Bear Stearns May 2005 - March 2008
Salomon Smith Barney April 1999 - May 2005
Education
University of Michigan 1981 — 1985
BA, History
The Dalton School 1972 — 1981
Clearfront Advisory October 2012 - Present
JP Morgan Securities May 2005 - October 2012
Bear Stearns May 2005 - March 2008
Salomon Smith Barney April 1999 - May 2005
Education
University of Michigan 1981 — 1985
BA, History
The Dalton School 1972 — 1981
James Minchello James Minchello's JP Morgan Securities Experience March 2009 - Present
Job Managing Director at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities March 2009 - Present
Citi Smith Barney February 2002 - March 2009
Bank of America/Montgomery Securities January 1997 - February 2002
Skills
Financial Modeling, Management
Education
U.S. Air Force Institute of Technology 1984 — 1985
Master of Science (M.S.), Contracting & Logistics
University of Wyoming 1983 — 1985
Master of Business Administration (MBA), Computer Science
Norwich University 1977 — 1981
Bachelor of Science (BS), Accounting and Business/Management
JP Morgan Securities March 2009 - Present
Citi Smith Barney February 2002 - March 2009
Bank of America/Montgomery Securities January 1997 - February 2002
Skills
Financial Modeling, Management
Education
U.S. Air Force Institute of Technology 1984 — 1985
Master of Science (M.S.), Contracting & Logistics
University of Wyoming 1983 — 1985
Master of Business Administration (MBA), Computer Science
Norwich University 1977 — 1981
Bachelor of Science (BS), Accounting and Business/Management
Tray Traynor Tray Traynor's JP Morgan Securities Experience August 2009 - April 2013
Job Risk Advisor/Producer at Pritchard & Jerden
Industry
Experience
Pritchard & Jerden May 2013 - Present
JP Morgan Securities August 2009 - April 2013
Raymond James Financial, Inc. August 2006 - August 2009
Wells Fargo 2004 - 2006
Skills
Asset Allocation, Investments, Series 7, Series 63, Alternative Investments, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Equities, Portfolio Management, Asset Management, Retirement, Life Insurance, Insurance
Education
The University of Georgia 1999 — 2001
Florida State University
The Westminster Schools 1992 — 1996
Pritchard & Jerden May 2013 - Present
JP Morgan Securities August 2009 - April 2013
Raymond James Financial, Inc. August 2006 - August 2009
Wells Fargo 2004 - 2006
Skills
Asset Allocation, Investments, Series 7, Series 63, Alternative Investments, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Equities, Portfolio Management, Asset Management, Retirement, Life Insurance, Insurance
Education
The University of Georgia 1999 — 2001
Florida State University
The Westminster Schools 1992 — 1996
Christopher Lee, CTP Christopher Lee, CTP's JP Morgan Securities Experience July 2005 - April 2007
Job Manager at Price Waterhouse Coopers
Industry Financial Services
Experience
Price Waterhouse Coopers September 2010 - Present
Axalta Coating Systems 2013 - 2013
General Motors 2012 - 2012
Treasury Strategies, Inc. January 2010 - October 2010
Treasury Strategies, Inc. April 2007 - May 2010
JP Morgan Securities July 2005 - April 2007
Goldenberg, Hehmeyer, and Company March 2004 - July 2005
Skills
Treasury Management, Financial Institutions, Treasury, Risk Management, Banking, Cash, Liquidity, Interest Rate Risk..., Hedging, Liquidity Management, FX Options, Capital Markets, Basel II, Derivatives, Currency, Cash Flow Forecasting, AML, Financial Modeling, Cash Management, Financial Risk
Education
University of Michigan 1998 — 2003
BA, Economics, Psychology
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
BA, Accounting, Finance
Price Waterhouse Coopers September 2010 - Present
Axalta Coating Systems 2013 - 2013
General Motors 2012 - 2012
Treasury Strategies, Inc. January 2010 - October 2010
Treasury Strategies, Inc. April 2007 - May 2010
JP Morgan Securities July 2005 - April 2007
Goldenberg, Hehmeyer, and Company March 2004 - July 2005
Skills
Treasury Management, Financial Institutions, Treasury, Risk Management, Banking, Cash, Liquidity, Interest Rate Risk..., Hedging, Liquidity Management, FX Options, Capital Markets, Basel II, Derivatives, Currency, Cash Flow Forecasting, AML, Financial Modeling, Cash Management, Financial Risk
Education
University of Michigan 1998 — 2003
BA, Economics, Psychology
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
BA, Accounting, Finance
Maurice Storch Maurice Storch's JP Morgan Securities Experience March 2009 - Present
Job Managing Director at J.P. Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities March 2009 - Present
UBS May 2003 - March 2009
Education
California State University-Chico 1989 — 1994
JP Morgan Securities March 2009 - Present
UBS May 2003 - March 2009
Education
California State University-Chico 1989 — 1994
Austin Studebaker Austin Studebaker's JP Morgan Securities Experience May 2015 - August 2015
Job Summer Intern at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities May 2015 - August 2015
Penske Truck Leasing February 2014 - January 2015
Bent Tree Country Club May 2013 - August 2013
Education
Texas Tech University - Rawls College of Business 2012 — 2016
Bachelor's Degree, Finance, General, 3.46
JP Morgan Securities May 2015 - August 2015
Penske Truck Leasing February 2014 - January 2015
Bent Tree Country Club May 2013 - August 2013
Education
Texas Tech University - Rawls College of Business 2012 — 2016
Bachelor's Degree, Finance, General, 3.46
Erin DiPaola Erin DiPaola's JP Morgan Securities Experience June 2000 - June 2002
Job Senior Vice President at Fifield Realty Partners
Industry Real Estate
Experience
Fifield Realty Partners April 2010 - Present
Transwestern Investment Company July 2002 - April 2010
JP Morgan Securities June 2000 - June 2002
Skills
Disposition, Real Estate Economics, Valuation, Debt, Asset Managment, Corporate Real Estate, Capital Markets, Due Diligence, Financial Modeling, Location Intelligence, Investments, Acquisitions, Private Equity, Portfolio Management, Real Estate Development, Underwriting, Leases
Education
Case Western Reserve University 1996 — 2000
BS
Cleveland Heights High School
Fifield Realty Partners April 2010 - Present
Transwestern Investment Company July 2002 - April 2010
JP Morgan Securities June 2000 - June 2002
Skills
Disposition, Real Estate Economics, Valuation, Debt, Asset Managment, Corporate Real Estate, Capital Markets, Due Diligence, Financial Modeling, Location Intelligence, Investments, Acquisitions, Private Equity, Portfolio Management, Real Estate Development, Underwriting, Leases
Education
Case Western Reserve University 1996 — 2000
BS
Cleveland Heights High School
Robert Isaacson Robert Isaacson's JP Morgan Securities Experience 2008 - 2013
Job Business Cost Recovery and Expense Reduction Services
Industry Financial Services
Experience
Viking Consulting Services Group, LLC 2013 - Present
JP Morgan Securities 2008 - 2013
Bear Stearns Securities Corp January 2006 - March 2008
Goldman Sachs August 1999 - January 2006
Lutheran Brotherhood February 1998 - August 1999
Goldman Sachs June 1991 - February 1998
Chase Manhattan Bank, NA September 1985 - June 1991
Bankers Trust Company January 1983 - September 1985
Chase Manhattan Bank, NA July 1977 - January 1983
Skills
Program Management, CRM, Management, Product Development, Project Management, Marketing, Leadership, Consulting, Employee Benefits, Training, Auditing, Analysis, Sales, Analytics, Insurance, Private Equity, Alternative Investments, Social Media, Budgets, Business Process..., Strategy, Strategic Planning, Integration
Education
Adelphi University
Master of Business Administration (M.B.A.), Corporate Finance
Gettysburg College 1971 — 1975
Bachelor of Arts (B.A.), Biology, General
Viking Consulting Services Group, LLC 2013 - Present
JP Morgan Securities 2008 - 2013
Bear Stearns Securities Corp January 2006 - March 2008
Goldman Sachs August 1999 - January 2006
Lutheran Brotherhood February 1998 - August 1999
Goldman Sachs June 1991 - February 1998
Chase Manhattan Bank, NA September 1985 - June 1991
Bankers Trust Company January 1983 - September 1985
Chase Manhattan Bank, NA July 1977 - January 1983
Skills
Program Management, CRM, Management, Product Development, Project Management, Marketing, Leadership, Consulting, Employee Benefits, Training, Auditing, Analysis, Sales, Analytics, Insurance, Private Equity, Alternative Investments, Social Media, Budgets, Business Process..., Strategy, Strategic Planning, Integration
Education
Adelphi University
Master of Business Administration (M.B.A.), Corporate Finance
Gettysburg College 1971 — 1975
Bachelor of Arts (B.A.), Biology, General
Connor Tien Connor Tien's JP Morgan Securities Experience May 2013 - August 2013
Job Intern for the Controller at Pepperdine University
Industry Financial Services
Experience
Pepperdine University September 2014 - May 2015
JP Morgan Securities May 2013 - August 2013
OG Packing and Grower Direct Marketing May 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Social Networking, Research, Event Planning, Leadership, Facebook, Bloomberg, Equities, Equity Research, Social Media Marketing, Time Management, Marketing, Management, Data Analysis, Nonprofits, Public Relations, Spanish
Education
Pepperdine University 2011 — 2015
Bachelor of Science (BS), Finance, General
Pepperdine University September 2014 - May 2015
JP Morgan Securities May 2013 - August 2013
OG Packing and Grower Direct Marketing May 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Social Networking, Research, Event Planning, Leadership, Facebook, Bloomberg, Equities, Equity Research, Social Media Marketing, Time Management, Marketing, Management, Data Analysis, Nonprofits, Public Relations, Spanish
Education
Pepperdine University 2011 — 2015
Bachelor of Science (BS), Finance, General
Kerri Donovan Kerri Donovan's JP Morgan Securities Experience September 2011 - Present
Job Sales Associate at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities September 2011 - Present
Skills
Series 7, Fixed Income, Bloomberg, Series 63
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance
The London School of Economics and Political Science (LSE) 2009 — 2009
Economics
JP Morgan Securities September 2011 - Present
Skills
Series 7, Fixed Income, Bloomberg, Series 63
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance
The London School of Economics and Political Science (LSE) 2009 — 2009
Economics
Jill Lohr Jill Lohr's JP Morgan Securities Experience January 2011 - Present
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities January 2011 - Present
Merrill Lynch December 2006 - January 2011
Bank of America 1993 - 2006
Education
Arkansas State University 1991 — 1992
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1984 — 1987
Bachelor of Science (B.S.), Finance
JP Morgan Securities January 2011 - Present
Merrill Lynch December 2006 - January 2011
Bank of America 1993 - 2006
Education
Arkansas State University 1991 — 1992
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1984 — 1987
Bachelor of Science (B.S.), Finance
Nea Sum (Mary) Chin Nea Sum (Mary) Chin's JP Morgan Securities Experience June 2010 - January 2013
Job Vice President/Financial Advisor KeyCorp
Industry Financial Services
Experience
JP Morgan Securities June 2010 - January 2013
Morgan Stanley Smith Barney 2008 - June 2010
Manheim Auctions/ Finance Express 1995 - 2008
Skills
Finance, Time Management, Sales, Financial Analysis, Strategy, Customer Service, Forecasting, Marketing, Management, Sales Management, Process Improvement, Project Management, Operations Management, Business Development, Negotiation, Customer Retention, Business Analysis, Leadership, Strategic Planning, Account Management, New Business Development, Inventory Management, Team Building, Salesforce.com, Team Leadership, Customer Satisfaction, Program Management, Training, Sales Operations, Cross-functional Team...
Education
State University of New York at New Paltz
JP Morgan Securities June 2010 - January 2013
Morgan Stanley Smith Barney 2008 - June 2010
Manheim Auctions/ Finance Express 1995 - 2008
Skills
Finance, Time Management, Sales, Financial Analysis, Strategy, Customer Service, Forecasting, Marketing, Management, Sales Management, Process Improvement, Project Management, Operations Management, Business Development, Negotiation, Customer Retention, Business Analysis, Leadership, Strategic Planning, Account Management, New Business Development, Inventory Management, Team Building, Salesforce.com, Team Leadership, Customer Satisfaction, Program Management, Training, Sales Operations, Cross-functional Team...
Education
State University of New York at New Paltz
Gary Dennis Gary Dennis's JP Morgan Securities Experience January 2012 - June 2013
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2013 - Present
JP Morgan Securities January 2012 - June 2013
Skills
Leadership
Education
Baruch College, City University of New York (CUNY)
Transamerica Financial Advisors, Inc. July 2013 - Present
JP Morgan Securities January 2012 - June 2013
Skills
Leadership
Education
Baruch College, City University of New York (CUNY)
Kendall Coleman's JP Morgan Securities Experience October 2014 - Present
Job Administrative Specialist
Industry Consumer Services
Experience
JP Morgan Securities October 2014 - Present
Leinbach Company Management 2012 - 2014
Dillards February 2011 - July 2012
Skills
Customer Service, Customer Relationship..., Management, Real Estate, Accounts Receivable, Online Advertising, Maintaining Occupancy, Microsoft Office, Leases, Apartments, Teamwork, Yardi Voyager, LRO, Apartment Tours, Prospect Follow Up
Education
University of Kentucky 2005 — 2009
Bachelor of Science (B.S.), Communications
JP Morgan Securities October 2014 - Present
Leinbach Company Management 2012 - 2014
Dillards February 2011 - July 2012
Skills
Customer Service, Customer Relationship..., Management, Real Estate, Accounts Receivable, Online Advertising, Maintaining Occupancy, Microsoft Office, Leases, Apartments, Teamwork, Yardi Voyager, LRO, Apartment Tours, Prospect Follow Up
Education
University of Kentucky 2005 — 2009
Bachelor of Science (B.S.), Communications
Joseph Ibarra Joseph Ibarra's JP Morgan Securities Experience March 2014 - Present
Job Compliance Analyst (Consultant via The Forum Group) at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities March 2014 - Present
Broadridge Financial Solutions January 2006 - June 2013
Broadridge Financial Solutions January 2008 - August 2008
Skills
Securities, Equities, Mutual Funds, Financial Services, Fixed Income, SQL, Unix, General Ledger, Accounts Payable, Accounts Receivable, Bank Reconciliation, Cash Flow Forecasting, Cash Receipts, Financial Statement..., Journal Entries, Sarbanes-Oxley Act, Revenue Recognition, Cash Management, Financial Reporting, Aging Reports, US GAAP, Petty Cash, Microsoft Office, State Tax, Federal & State Income..., Account Reconciliation, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Science (M.Sc.), Accounting and Finance
Queens College 1995 — 2001
Bachelor of Arts (B.A.), Western European Studies
JP Morgan Securities March 2014 - Present
Broadridge Financial Solutions January 2006 - June 2013
Broadridge Financial Solutions January 2008 - August 2008
Skills
Securities, Equities, Mutual Funds, Financial Services, Fixed Income, SQL, Unix, General Ledger, Accounts Payable, Accounts Receivable, Bank Reconciliation, Cash Flow Forecasting, Cash Receipts, Financial Statement..., Journal Entries, Sarbanes-Oxley Act, Revenue Recognition, Cash Management, Financial Reporting, Aging Reports, US GAAP, Petty Cash, Microsoft Office, State Tax, Federal & State Income..., Account Reconciliation, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Science (M.Sc.), Accounting and Finance
Queens College 1995 — 2001
Bachelor of Arts (B.A.), Western European Studies
Bob Marietta's JP Morgan Securities Experience 1998 - 1999
Job Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald April 2014 - Present
Tradestation Prime Services October 2009 - March 2014
UBS Investment Bank December 1999 - June 2009
JP Morgan Securities 1998 - 1999
Sanford C. Bernstein 1990 - 1998
Atalanta Sosnoff Capital Corporation 1988 - 1990
Skills
Equities, Hedge Funds, Series 7, Prime Brokerage, Securities, Options, Fixed Income, Capital Markets, Alternative Investments, Asset Managment, Series 63, Electronic Trading, Middle Office, Trading Systems, Derivatives, Swaps, Portfolio Management, Investments, Bloomberg, Trading
Education
Fordham University 1983 — 1987
Bachelor of Arts, Communications
St. Francis Prep 1979 — 1983
General curriculum
Cantor Fitzgerald April 2014 - Present
Tradestation Prime Services October 2009 - March 2014
UBS Investment Bank December 1999 - June 2009
JP Morgan Securities 1998 - 1999
Sanford C. Bernstein 1990 - 1998
Atalanta Sosnoff Capital Corporation 1988 - 1990
Skills
Equities, Hedge Funds, Series 7, Prime Brokerage, Securities, Options, Fixed Income, Capital Markets, Alternative Investments, Asset Managment, Series 63, Electronic Trading, Middle Office, Trading Systems, Derivatives, Swaps, Portfolio Management, Investments, Bloomberg, Trading
Education
Fordham University 1983 — 1987
Bachelor of Arts, Communications
St. Francis Prep 1979 — 1983
General curriculum
Todd Richman Todd Richman's JP Morgan Securities Experience January 2012 - Present
Job Financial Advisor/Managing Director at JP Morgan Securities
Industry Investment Management
Experience
JP Morgan Securities January 2012 - Present
Cradle of Aviation Air and Space Museum 2007 - June 2012
Bernstein Global Wealth Management 2003 - 2012
AIPAC 1999 - 2003
Richman Consulting 1998 - 1999
American Jewish Congress 1996 - 1998
Politics and Government 1992 - 1996
Skills
Fundraising, Investments, Non-profits, Asset Managment, Series 7, Public Speaking, Philanthropy, Estate Planning, Strategic Planning, Financial Analysis, Alternative Investments, Mergers, Risk Management, Private Equity, Government
Education
Baruch College, City University of New York (CUNY) 1993 — 1994
MPA, Public Administration
West Chester University of Pennsylvania 1987 — 1992
BSed, History
Woodmere Academy 1984 — 1987
High School, High School/Secondary Diplomas and Certificates
JP Morgan Securities January 2012 - Present
Cradle of Aviation Air and Space Museum 2007 - June 2012
Bernstein Global Wealth Management 2003 - 2012
AIPAC 1999 - 2003
Richman Consulting 1998 - 1999
American Jewish Congress 1996 - 1998
Politics and Government 1992 - 1996
Skills
Fundraising, Investments, Non-profits, Asset Managment, Series 7, Public Speaking, Philanthropy, Estate Planning, Strategic Planning, Financial Analysis, Alternative Investments, Mergers, Risk Management, Private Equity, Government
Education
Baruch College, City University of New York (CUNY) 1993 — 1994
MPA, Public Administration
West Chester University of Pennsylvania 1987 — 1992
BSed, History
Woodmere Academy 1984 — 1987
High School, High School/Secondary Diplomas and Certificates
Christopher I. Pye Christopher I. Pye's JP Morgan Securities Experience June 2008 - April 2010
Job Investor Relations at TIG Advisors, LLC
Industry Financial Services
Experience
Tiedemann Investment Group May 2015 - Present
Deutsche Bank Securities June 2010 - November 2013
JP Morgan Securities June 2008 - April 2010
Bear Stearns & Co, Inc. December 1997 - June 2008
Skills
Equities, Financial Markets, Derivatives, International Equities, Trading, Securities, Bloomberg, Hedge Funds, Equity Derivatives, Asset Management, Series 7, Equity Trading, Structured Products, Equity Research, Capital Markets, Options, Trading Systems, Electronic Trading, ETFs, Series 63, Global Tactical Asset..., Trading Strategies
Education
Ohio Wesleyan University 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Avon Old Farms School 1988 — 1990
High School
Tiedemann Investment Group May 2015 - Present
Deutsche Bank Securities June 2010 - November 2013
JP Morgan Securities June 2008 - April 2010
Bear Stearns & Co, Inc. December 1997 - June 2008
Skills
Equities, Financial Markets, Derivatives, International Equities, Trading, Securities, Bloomberg, Hedge Funds, Equity Derivatives, Asset Management, Series 7, Equity Trading, Structured Products, Equity Research, Capital Markets, Options, Trading Systems, Electronic Trading, ETFs, Series 63, Global Tactical Asset..., Trading Strategies
Education
Ohio Wesleyan University 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Avon Old Farms School 1988 — 1990
High School
Cody Johnston's JP Morgan Securities Experience June 2011 - September 2011
Job Business Advisory Associate at EY
Industry Financial Services
Experience
EY August 2014 - Present
Tusker Capital March 2013 - December 2013
Daily Bruin October 2011 - March 2013
JP Morgan Securities June 2011 - September 2011
Bay Bikes February 2010 - September 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Research, Social Networking, Event Planning, Social Media, Public Speaking, Microsoft Excel, Data Analysis, Teamwork, Editing, Spanish
Education
University of California, Los Angeles 2010 — 2014
Economics & Environmental Systems
Carmel High School 2006 — 2010
EY August 2014 - Present
Tusker Capital March 2013 - December 2013
Daily Bruin October 2011 - March 2013
JP Morgan Securities June 2011 - September 2011
Bay Bikes February 2010 - September 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Research, Social Networking, Event Planning, Social Media, Public Speaking, Microsoft Excel, Data Analysis, Teamwork, Editing, Spanish
Education
University of California, Los Angeles 2010 — 2014
Economics & Environmental Systems
Carmel High School 2006 — 2010
Eric Tepper's JP Morgan Securities Experience December 2008 - March 2012
Job Regional Director, Managing Director – Banking & Wealth Management, NYC Metro at JPMorgan Chase & Co.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2015 - Present
JP Morgan Chase Bank, N.A. March 2012 - Present
JP Morgan Securities December 2008 - March 2012
Bear Stearns Asset Management 1997 - 2008
Goldman Sachs Asset Management April 1995 - June 1997
OppenheimerFunds April 1994 - June 1995
Skills
Series 7, Series 63, Series 24, series 10, series 9, Series 66
Education
University of Hartford 1987 — 1991
Bachelor of Science in Business Administration, Business Administration and Management, General
JP Morgan Chase Bank, N.A. September 2015 - Present
JP Morgan Chase Bank, N.A. March 2012 - Present
JP Morgan Securities December 2008 - March 2012
Bear Stearns Asset Management 1997 - 2008
Goldman Sachs Asset Management April 1995 - June 1997
OppenheimerFunds April 1994 - June 1995
Skills
Series 7, Series 63, Series 24, series 10, series 9, Series 66
Education
University of Hartford 1987 — 1991
Bachelor of Science in Business Administration, Business Administration and Management, General
Curtis Manning, CFA's JP Morgan Securities Experience May 2005 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
Henderson Global Investors February 2015 - Present
Penserra Securities LLC October 2011 - Present
Odeon Capital Group February 2009 - November 2010
R. Seelaus & Company, Inc April 2008 - January 2009
JP Morgan Securities May 2005 - December 2007
Merrill Lynch September 2002 - May 2005
Skills
MBS, Analysis, Sales
Education
Boston College 1996 — 2000
Bachelor of Science, Finance
Henderson Global Investors February 2015 - Present
Penserra Securities LLC October 2011 - Present
Odeon Capital Group February 2009 - November 2010
R. Seelaus & Company, Inc April 2008 - January 2009
JP Morgan Securities May 2005 - December 2007
Merrill Lynch September 2002 - May 2005
Skills
MBS, Analysis, Sales
Education
Boston College 1996 — 2000
Bachelor of Science, Finance
Harris Sufian Harris Sufian's JP Morgan Securities Experience 1986 - 1992
Job Managing Member at First New York Securities
Industry Financial Services
Experience
First New York Securities 2002 - Present
Hoenig & Co., Inc. 1998 - 2002
Banque Indosuez 1996 - 1998
BPP Associates Ltd. 1994 - 1996
Tiger Management Corp. 1992 - 1994
JP Morgan & Co., Incorporated 1986 - 1992
J.P Morgan Securities 1986 - 1992
Merrill Lynch 1985 - 1986
Skills
Equities, Securities, Hedge Funds, Series 7, Alternative Investments, Mergers & Acquisitions, Capital Markets, FINRA, Derivatives, Due Diligence, Fixed Income, Trading, Asset Management, Investment Management, Portfolio Management, Investments, Risk Management, Trading Systems, Financial Services, Options, Private Equity, Commodity, Electronic Trading, Equity Trading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1976 — 1979
JD
City University of New York-Brooklyn College 1971 — 1975
BA
Lincoln HS 1969 — 1971
First New York Securities 2002 - Present
Hoenig & Co., Inc. 1998 - 2002
Banque Indosuez 1996 - 1998
BPP Associates Ltd. 1994 - 1996
Tiger Management Corp. 1992 - 1994
JP Morgan & Co., Incorporated 1986 - 1992
J.P Morgan Securities 1986 - 1992
Merrill Lynch 1985 - 1986
Skills
Equities, Securities, Hedge Funds, Series 7, Alternative Investments, Mergers & Acquisitions, Capital Markets, FINRA, Derivatives, Due Diligence, Fixed Income, Trading, Asset Management, Investment Management, Portfolio Management, Investments, Risk Management, Trading Systems, Financial Services, Options, Private Equity, Commodity, Electronic Trading, Equity Trading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1976 — 1979
JD
City University of New York-Brooklyn College 1971 — 1975
BA
Lincoln HS 1969 — 1971
Shiju Thomas Shiju Thomas's JP Morgan Securities Experience July 2007 - February 2009
Job Associate at Lazard, Energy M&A
Industry Financial Services
Experience
Lazard Frères & Co. July 2012 - August 2014
White Interests LLC November 2010 - June 2012
Bill White for Texas Campaign November 2009 - November 2010
Pro Mujer March 2009 - August 2009
JP Morgan Securities July 2007 - February 2009
Ernst & Young Financial Advisory Services May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Research, Financial Analysis, Fundraising, Microsoft Excel, Data Analysis, Non-profits, Spanish, Public Speaking, Investments, Investment Banking, Energy, Nonprofits, Bloomberg, Mergers & Acquisitions, Capital Markets
Education
Colorado School of Mines
Master of Science (MS), Mineral and Energy Economics
French Institute of Petroleum (Institut Français du Petrole)
Mastère Spécialisé, Petroleum Economics and Management
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
The University of Texas at Austin
Bachelor of Arts (BA), History; Religious Studies
Universidad Nacional de Córdoba
Spanish
University of Economics in Prague
International Financial Management
Lazard Frères & Co. July 2012 - August 2014
White Interests LLC November 2010 - June 2012
Bill White for Texas Campaign November 2009 - November 2010
Pro Mujer March 2009 - August 2009
JP Morgan Securities July 2007 - February 2009
Ernst & Young Financial Advisory Services May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Research, Financial Analysis, Fundraising, Microsoft Excel, Data Analysis, Non-profits, Spanish, Public Speaking, Investments, Investment Banking, Energy, Nonprofits, Bloomberg, Mergers & Acquisitions, Capital Markets
Education
Colorado School of Mines
Master of Science (MS), Mineral and Energy Economics
French Institute of Petroleum (Institut Français du Petrole)
Mastère Spécialisé, Petroleum Economics and Management
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
The University of Texas at Austin
Bachelor of Arts (BA), History; Religious Studies
Universidad Nacional de Córdoba
Spanish
University of Economics in Prague
International Financial Management
Steven Rofsky Steven Rofsky's JP Morgan Securities Experience 1985 - 1988
Job Managing Director, Head of Restructuring; Commissioner & Finance Chairman, Hoboken Municipal Hospital Authority
Industry Investment Banking
Experience
Cain Brothers August 2010 - September 2011
Ambac July 2002 - July 2010
ACA Financial Guaranty 1998 - 2002
Merrill Lynch Asset Management 1989 - 1998
Prudential Capital Management 1988 - 1989
JP Morgan Securities 1985 - 1988
Morgan Guaranty Trust Company 1981 - 1986
Education
Columbia University - School of International and Public Affairs 1979 — 1981
MPA, Public Finance
Binghamton University 1975 — 1979
BA, History
Cain Brothers August 2010 - September 2011
Ambac July 2002 - July 2010
ACA Financial Guaranty 1998 - 2002
Merrill Lynch Asset Management 1989 - 1998
Prudential Capital Management 1988 - 1989
JP Morgan Securities 1985 - 1988
Morgan Guaranty Trust Company 1981 - 1986
Education
Columbia University - School of International and Public Affairs 1979 — 1981
MPA, Public Finance
Binghamton University 1975 — 1979
BA, History
Julie Wander Julie Wander's JP Morgan Securities Experience June 2014 - Present
Job AVP Supervision Analyst at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities June 2014 - Present
JPMorgan Securities December 2012 - June 2014
Chase Investment Services Corporation December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK February 2008 - August 2009
Fifth Third Securities January 2004 - February 2008
J P Morgan Chase (formerly Bank One) August 2001 - December 2003
JP Morgan Chase (formerly Bank One) January 2000 - August 2001
JP Morgan Chase (formerly Bank One) January 1998 - January 2000
Merrill Lynch January 1993 - January 1995
Education
The Ohio State University 1989 — 1993
B.S. Business Administration, Marketing
JP Morgan Securities June 2014 - Present
JPMorgan Securities December 2012 - June 2014
Chase Investment Services Corporation December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK February 2008 - August 2009
Fifth Third Securities January 2004 - February 2008
J P Morgan Chase (formerly Bank One) August 2001 - December 2003
JP Morgan Chase (formerly Bank One) January 2000 - August 2001
JP Morgan Chase (formerly Bank One) January 1998 - January 2000
Merrill Lynch January 1993 - January 1995
Education
The Ohio State University 1989 — 1993
B.S. Business Administration, Marketing
Eric Linder Eric Linder's JP Morgan Securities Experience 1992 - 1997
Job President, SavaNet LLC
Industry Investment Management
Experience
SavaNet 2004 - Present
Falcon Management 2000 - 2004
NWI Management 1997 - 2000
JP Morgan Securities 1992 - 1997
Skills
Equities, Strategy, Mergers & Acquisitions, Equity Research, Management, Forecasting, Analysis, Portfolio Management, Hedge Funds, Arbitrage, Sell Side, Finance, Investments, Financial Modeling, Capital Markets, Mutual Funds, Asset Management, Valuation, Fixed Income, Private Equity, Investment Banking, Financial Analysis, Equity Valuation
Education
Dartmouth College 1988 — 1992
AB, Economics
SavaNet 2004 - Present
Falcon Management 2000 - 2004
NWI Management 1997 - 2000
JP Morgan Securities 1992 - 1997
Skills
Equities, Strategy, Mergers & Acquisitions, Equity Research, Management, Forecasting, Analysis, Portfolio Management, Hedge Funds, Arbitrage, Sell Side, Finance, Investments, Financial Modeling, Capital Markets, Mutual Funds, Asset Management, Valuation, Fixed Income, Private Equity, Investment Banking, Financial Analysis, Equity Valuation
Education
Dartmouth College 1988 — 1992
AB, Economics
Nancy Wilt Nancy Wilt's JP Morgan Securities Experience 1993 - 1994
Job Structured Finance Professional
Industry Capital Markets
Experience
Independent August 2007 - August 2010
PricewaterhouseCoopers 2007 - 2007
Citigroup January 1991 - April 2006
JP Morgan Securities 1993 - 1994
Merrill Lynch April 1991 - January 1993
Bear Stearns 1987 - 1991
Skills
Financial Analysis, Capital Markets, Project Management, Financial Modeling, Portfolio Management, Asset Management, Finance, Financial Structuring, Due Diligence, Investment Banking, Structured Finance, Fixed Income, Banking, Investments, Strategy, Trading
Education
McGill University
New York University
Certification Program
Pace University
Certification Program
Independent August 2007 - August 2010
PricewaterhouseCoopers 2007 - 2007
Citigroup January 1991 - April 2006
JP Morgan Securities 1993 - 1994
Merrill Lynch April 1991 - January 1993
Bear Stearns 1987 - 1991
Skills
Financial Analysis, Capital Markets, Project Management, Financial Modeling, Portfolio Management, Asset Management, Finance, Financial Structuring, Due Diligence, Investment Banking, Structured Finance, Fixed Income, Banking, Investments, Strategy, Trading
Education
McGill University
New York University
Certification Program
Pace University
Certification Program
Thomas Filipowicz Thomas Filipowicz's JP Morgan Securities Experience September 2010 - December 2013
Job Senior Financial Advisor CapitalOne, Ridgewood NJ
Industry Financial Services
Experience
Capital One Bank December 2013 - Present
JP Morgan Securities September 2010 - December 2013
Edward Jones January 2009 - September 2010
Skills
Retirement Income..., Retirement Planning, Series 7, Series 66, Retirement, Languages
Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (MBA), Marketing
New Jersey Institute of Technology
Bachelor of Science (BS), Civil Engineering
Capital One Bank December 2013 - Present
JP Morgan Securities September 2010 - December 2013
Edward Jones January 2009 - September 2010
Skills
Retirement Income..., Retirement Planning, Series 7, Series 66, Retirement, Languages
Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (MBA), Marketing
New Jersey Institute of Technology
Bachelor of Science (BS), Civil Engineering
Robert B Martensen's JP Morgan Securities Experience 2010 - Present
Job Managing Director/Regional Director
Industry Financial Services
Experience
JP MORGAN SECURITIES 2010 - Present
Smith Barney 1994 - 2010
Smith Barney 1992 - 1994
Smith Barney 1989 - 1992
Prudential Bache Securities 1980 - 1989
Braniff International Airlines 1978 - 1980
United States Air Force 1970 - 1978
Education
Louisiana Tech University 1965 — 1970
Bachelor of Science (B.S.), Business Administration
JP MORGAN SECURITIES 2010 - Present
Smith Barney 1994 - 2010
Smith Barney 1992 - 1994
Smith Barney 1989 - 1992
Prudential Bache Securities 1980 - 1989
Braniff International Airlines 1978 - 1980
United States Air Force 1970 - 1978
Education
Louisiana Tech University 1965 — 1970
Bachelor of Science (B.S.), Business Administration
Tim Gillespie's JP Morgan Securities Experience December 2008 - August 2010
Job Supervisor Global Liquidity at ARI / HAGI
Industry Automotive
Experience
ARI - Holman Automotive June 2014 - Present
ARI December 2012 - June 2014
ARI August 2010 - December 2012
JP MORGAN SECURITIES December 2008 - August 2010
JPMorgan Chase January 2005 - December 2008
Skills
Financial Analysis, Forecasting, Process Improvement, Data Analysis, Strategic Planning, Microsoft Excel, Six Sigma, Budgets, Business Strategy, Operations Management, Credit Analysis, Management Consulting, PowerPoint, Corporate Finance, Credit, Risk Management, Microsoft Office, Microsoft Word, Financial Reporting
Education
Temple University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Economics
LaSalle
ARI - Holman Automotive June 2014 - Present
ARI December 2012 - June 2014
ARI August 2010 - December 2012
JP MORGAN SECURITIES December 2008 - August 2010
JPMorgan Chase January 2005 - December 2008
Skills
Financial Analysis, Forecasting, Process Improvement, Data Analysis, Strategic Planning, Microsoft Excel, Six Sigma, Budgets, Business Strategy, Operations Management, Credit Analysis, Management Consulting, PowerPoint, Corporate Finance, Credit, Risk Management, Microsoft Office, Microsoft Word, Financial Reporting
Education
Temple University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Economics
LaSalle
Krystle Henry Abud Krystle Henry Abud's JP Morgan Securities Experience June 2007 - Present
Job Associate at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities June 2007 - Present
NJ Pride ASA Softball May 2005 - Present
Skills
Microsoft Excel, Training, Equities, Data Analysis, Analysis, Finance, Social Networking, Financial Services, Financial Analysis, Social Media, Public Relations, Strategic Planning, Coaching, Leadership Development, Teamwork, Event Planning, Event Management, Securities, Mutual Funds, PowerPoint, Outlook, Microsoft Office
Education
Fairleigh Dickinson University 2009 — 2012
Master's degree, Sports Administration, 3.778
Fordham University 2003 — 2007
Bachelors of Science, General Science
JP Morgan Securities June 2007 - Present
NJ Pride ASA Softball May 2005 - Present
Skills
Microsoft Excel, Training, Equities, Data Analysis, Analysis, Finance, Social Networking, Financial Services, Financial Analysis, Social Media, Public Relations, Strategic Planning, Coaching, Leadership Development, Teamwork, Event Planning, Event Management, Securities, Mutual Funds, PowerPoint, Outlook, Microsoft Office
Education
Fairleigh Dickinson University 2009 — 2012
Master's degree, Sports Administration, 3.778
Fordham University 2003 — 2007
Bachelors of Science, General Science
Daniel Hsieh Daniel Hsieh's JP Morgan Securities Experience May 2004 - August 2005
Job Associate Enterprise Lab Applications Analyst at Regeneron Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Regeneron Pharmaceuticals, Inc. January 2015 - Present
Regeneron Pharmaceuticals June 2013 - Present
BioMaPS Institute of Quantitative Biology 2006 - October 2012
Center for Advanced Biotechnology and Medicine 2007 - September 2012
JP Morgan Securities May 2004 - August 2005
Skills
Structural..., Excel, VBA, PyMOL, Python, C++, Protein Engineering, 3D visualization, Matlab, Octave, Pymol, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2012
PhD, Computational Biology and Molecular Biophysics
New York University 2002 — 2006
B.A., Mathematics and Economics
ThermoFisher Scientific - Managing Nautilus
Regeneron Pharmaceuticals, Inc. January 2015 - Present
Regeneron Pharmaceuticals June 2013 - Present
BioMaPS Institute of Quantitative Biology 2006 - October 2012
Center for Advanced Biotechnology and Medicine 2007 - September 2012
JP Morgan Securities May 2004 - August 2005
Skills
Structural..., Excel, VBA, PyMOL, Python, C++, Protein Engineering, 3D visualization, Matlab, Octave, Pymol, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2012
PhD, Computational Biology and Molecular Biophysics
New York University 2002 — 2006
B.A., Mathematics and Economics
ThermoFisher Scientific - Managing Nautilus
Steve Inglesino's JP Morgan Securities Experience 1988 - 1992
Job Vice President at TD Bank
Industry Banking
Experience
TD Bank Group June 2007 - Present
Sovereign Bank 2001 - 2007
Summit Bank 1992 - 2001
JP Morgan Securities 1988 - 1992
Skills
Hold Series 7, Hold Series 66
Education
Ithaca College
B.S., Finance
Verona High School
TD Bank Group June 2007 - Present
Sovereign Bank 2001 - 2007
Summit Bank 1992 - 2001
JP Morgan Securities 1988 - 1992
Skills
Hold Series 7, Hold Series 66
Education
Ithaca College
B.S., Finance
Verona High School
Auroon Thapa's JP Morgan Securities Experience April 2012 - May 2015
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
JP Morgan Securities April 2012 - May 2015
Merrill Lynch September 2010 - April 2012
Education
Arizona State University, W. P. Carey School of Business
MBA, Entrepreneurship & Finance
Arizona State University, W. P. Carey School of Business 2003 — 2007
BS, Marketing
Ameriprise Financial Services, Inc. June 2015 - Present
JP Morgan Securities April 2012 - May 2015
Merrill Lynch September 2010 - April 2012
Education
Arizona State University, W. P. Carey School of Business
MBA, Entrepreneurship & Finance
Arizona State University, W. P. Carey School of Business 2003 — 2007
BS, Marketing
Paul Le Blanc Paul Le Blanc's JP Morgan Securities Experience 1996 - 1997
Job CFO at GameWorks Entertainment, LLC
Industry Financial Services
Experience
GameWorks Entertainment, LLC 2014 - Present
October Financial 2009 - Present
Cascade Finance Partners 2011 - 2014
Kane & Co. 2004 - 2009
CEO Strategic Solutions 1999 - 2004
JP Morgan Securities 1996 - 1997
Arthur Andersen 1994 - 1996
Skills
Private Equity, Due Diligence, Strategy, Valuation, Mergers & Acquisitions, Restructuring, Business Strategy, Venture Capital, Investments, Private Placements, Finance, Corporate Finance, Corporate Development, Strategic Planning, Start-ups, Alternative Investments, Financial Structuring, Joint Ventures, Acquisitions, Investment Banking, Market Research, Executive Management, M&A experience, Financial Advisory, Financial Modeling, IPO, Business Valuation, LBO, Acquisition Integration, Funding, Leveraged Finance, Capital Raising, Emerging Markets, Divestitures, Project Finance, Equity Research, Capital, Structured Finance, Angel Investing, Growth Capital, Capital Markets, Turn Around Management, Debt Restructuring, Investor Relations
Education
New York University - Stern School of Business 1998 — 2000
MBA, Finance & Management
ESADE Business School 2000 — 2000
Universtity of California - Santa Barbara 1990 — 1994
BA, Economics & Accounting
GameWorks Entertainment, LLC 2014 - Present
October Financial 2009 - Present
Cascade Finance Partners 2011 - 2014
Kane & Co. 2004 - 2009
CEO Strategic Solutions 1999 - 2004
JP Morgan Securities 1996 - 1997
Arthur Andersen 1994 - 1996
Skills
Private Equity, Due Diligence, Strategy, Valuation, Mergers & Acquisitions, Restructuring, Business Strategy, Venture Capital, Investments, Private Placements, Finance, Corporate Finance, Corporate Development, Strategic Planning, Start-ups, Alternative Investments, Financial Structuring, Joint Ventures, Acquisitions, Investment Banking, Market Research, Executive Management, M&A experience, Financial Advisory, Financial Modeling, IPO, Business Valuation, LBO, Acquisition Integration, Funding, Leveraged Finance, Capital Raising, Emerging Markets, Divestitures, Project Finance, Equity Research, Capital, Structured Finance, Angel Investing, Growth Capital, Capital Markets, Turn Around Management, Debt Restructuring, Investor Relations
Education
New York University - Stern School of Business 1998 — 2000
MBA, Finance & Management
ESADE Business School 2000 — 2000
Universtity of California - Santa Barbara 1990 — 1994
BA, Economics & Accounting
Noel Marroquin's JP Morgan Securities Experience March 2014 - Present
Job Wealth Management at JPMorgan Securities
Industry Financial Services
Experience
JP Morgan Securities March 2014 - Present
Independent Contractor January 2012 - January 2014
optionsXpress by Charles Schwab September 2009 - May 2012
Peregrine Financial Group (Futures FCM) January 2004 - September 2009
NECSIA 2002 - 2004
Broadwing Communications 2001 - 2002
Skills
Analysis, Customer Relations, Sales Process, Morale, Business Planning, Brand Communication, Product Marketing, Strategic Partnerships, Project Management, Commodity, Customer Service, Integrated Marketing, Securities, Options, Trading, Product Development, Operating Budgets, Trading Systems, Investments, Sales, Financial Markets, Technical Analysis, Portfolio Management, Market Research, Alternative Investments, Asset Management, Entrepreneurship, Derivatives, Risk Management, New Business Development, Hedge Funds, Equity Derivatives, Account Management, Start-ups, Business Development, Marketing Strategy, Business Strategy, FX Options, Equities, Foreign Exchange, Hedging, Electronic Trading, Trading Strategies, ETFs, FX trading, Proprietary Trading, Managed Futures, FINRA, Financial Services, Equity Trading
Education
Florida State University 1989 — 1994
JP Morgan Securities March 2014 - Present
Independent Contractor January 2012 - January 2014
optionsXpress by Charles Schwab September 2009 - May 2012
Peregrine Financial Group (Futures FCM) January 2004 - September 2009
NECSIA 2002 - 2004
Broadwing Communications 2001 - 2002
Skills
Analysis, Customer Relations, Sales Process, Morale, Business Planning, Brand Communication, Product Marketing, Strategic Partnerships, Project Management, Commodity, Customer Service, Integrated Marketing, Securities, Options, Trading, Product Development, Operating Budgets, Trading Systems, Investments, Sales, Financial Markets, Technical Analysis, Portfolio Management, Market Research, Alternative Investments, Asset Management, Entrepreneurship, Derivatives, Risk Management, New Business Development, Hedge Funds, Equity Derivatives, Account Management, Start-ups, Business Development, Marketing Strategy, Business Strategy, FX Options, Equities, Foreign Exchange, Hedging, Electronic Trading, Trading Strategies, ETFs, FX trading, Proprietary Trading, Managed Futures, FINRA, Financial Services, Equity Trading
Education
Florida State University 1989 — 1994
Kevin Von Poppen Kevin Von Poppen's JP Morgan Securities Experience June 1994 - July 1996
Job Senior Capital Markets and Financial Data Analyst at U.S. Securities and Exchange Commission
Industry Capital Markets
Experience
U.S. Securities and Exchange Commission October 2014 - February 2015
FDIC May 2012 - May 2014
Golden Key Group, LLC September 2010 - May 2012
Stratton Street Capital LLP January 2008 - August 2008
Northrop Grumman April 2003 - August 2007
US Naval Forces Europe April 2002 - December 2002
CANTOR FITZGERALD INTERNATIONAL September 2001 - June 2002
SOCIÉTÉ GÉNÉRALE INVESTMENT BANK October 1997 - June 2001
Swiss Bank Warburg/UBS October 1996 - October 1997
JP MORGAN SECURITIES June 1994 - July 1996
Skills
Risk Management, Strategy, Capital Markets, Derivatives, Portfolio Management, Investment Banking, Asset Management, Investments, Business Process..., Management Consulting, Military, Government, Program Management, Equities, Business Strategy, Business Analysis, Hedge Funds, Change Management, Aviation, Due Diligence, Performance Management, Strategy Development, Business Intelligence, Process Improvement, Enterprise Risk..., Compliance, Military Leadership, Aerospace/Defense, Operational Excellence, UAV, International Business, Market Data, Quantitative Analytics
Education
The George Washington University 1991 — 1994
MBA, International Finance
University of Colorado Boulder 1980 — 1984
BA, Economics, Engineering
U.S. Securities and Exchange Commission October 2014 - February 2015
FDIC May 2012 - May 2014
Golden Key Group, LLC September 2010 - May 2012
Stratton Street Capital LLP January 2008 - August 2008
Northrop Grumman April 2003 - August 2007
US Naval Forces Europe April 2002 - December 2002
CANTOR FITZGERALD INTERNATIONAL September 2001 - June 2002
SOCIÉTÉ GÉNÉRALE INVESTMENT BANK October 1997 - June 2001
Swiss Bank Warburg/UBS October 1996 - October 1997
JP MORGAN SECURITIES June 1994 - July 1996
Skills
Risk Management, Strategy, Capital Markets, Derivatives, Portfolio Management, Investment Banking, Asset Management, Investments, Business Process..., Management Consulting, Military, Government, Program Management, Equities, Business Strategy, Business Analysis, Hedge Funds, Change Management, Aviation, Due Diligence, Performance Management, Strategy Development, Business Intelligence, Process Improvement, Enterprise Risk..., Compliance, Military Leadership, Aerospace/Defense, Operational Excellence, UAV, International Business, Market Data, Quantitative Analytics
Education
The George Washington University 1991 — 1994
MBA, International Finance
University of Colorado Boulder 1980 — 1984
BA, Economics, Engineering
Elaine Foppiano's JP Morgan Securities Experience June 2012 - Present
Job Financial Advisor at JPMorgan Securities
Industry Investment Management
Experience
JP Morgan Securities June 2012 - Present
Skills
Portfolio Management
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA
University of California, Berkeley 1977 — 1981
B.A.
JP Morgan Securities June 2012 - Present
Skills
Portfolio Management
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA
University of California, Berkeley 1977 — 1981
B.A.
Meredith VandenHandel Meredith VandenHandel's JP Morgan Securities Experience 1981 - 2013
Job Former Managing Director/JPMorgan
Industry Banking
Experience
JP Morgan Securities 1981 - 2013
Skills
High Yield, Capital Markets, Investment Banking, Corporate Finance, Credit Analysis, Financial Structuring, Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Leveraged Finance, Equities, LBO
Education
Cornell University 1977 — 1981
BS, Marketing & Business Mgt
JP Morgan Securities 1981 - 2013
Skills
High Yield, Capital Markets, Investment Banking, Corporate Finance, Credit Analysis, Financial Structuring, Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Leveraged Finance, Equities, LBO
Education
Cornell University 1977 — 1981
BS, Marketing & Business Mgt
Larry Flood's JP Morgan Securities Experience 2003 - 2006
Job Senior Policy Advisor at U.S. Department of the Treasury
Industry Capital Markets
Experience
U.S. Department of the Treasury January 2014 - Present
The Chrisander Group, LLC February 2009 - Present
M. R. Beal & Company August 2008 - February 2009
RBC Capital Markets August 2006 - June 2008
JP Morgan Securities 2003 - 2006
The Flood Company, Inc 1996 - 2003
Lehman Brothers 1982 - 1996
Municipal Assistance Corporation 1980 - 1982
Skills
Transaction Management, Financial Structuring, Bonds, Credit, Risk Management, Securitization, Mortgage Lending, Debt, Structured Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Due Diligence, Asset Managment, Project Finance, Portfolio Management, Real Estate Economics, Securities, Investments, Banking, Loans, Trading, Credit Risk, Asset Management, Real Estate, Finance, Equities, Fixed Income, Private Equity
Education
Columbia University - Columbia Business School
MBA, Economics, Finance
Germantown Friends School
Wesleyan University
B.A., Economics, Music
U.S. Department of the Treasury January 2014 - Present
The Chrisander Group, LLC February 2009 - Present
M. R. Beal & Company August 2008 - February 2009
RBC Capital Markets August 2006 - June 2008
JP Morgan Securities 2003 - 2006
The Flood Company, Inc 1996 - 2003
Lehman Brothers 1982 - 1996
Municipal Assistance Corporation 1980 - 1982
Skills
Transaction Management, Financial Structuring, Bonds, Credit, Risk Management, Securitization, Mortgage Lending, Debt, Structured Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Due Diligence, Asset Managment, Project Finance, Portfolio Management, Real Estate Economics, Securities, Investments, Banking, Loans, Trading, Credit Risk, Asset Management, Real Estate, Finance, Equities, Fixed Income, Private Equity
Education
Columbia University - Columbia Business School
MBA, Economics, Finance
Germantown Friends School
Wesleyan University
B.A., Economics, Music
Nathan Bitner Nathan Bitner's JP Morgan Securities Experience July 2011 - October 2013
Job Wealth Management Consultant
Industry Investment Banking
Experience
HDVest January 2014 - Present
JP Morgan Securities July 2011 - October 2013
JPMorgan Chase December 2007 - July 2011
New Century Mortgage January 2005 - July 2007
Skills
Sales, Investments, Investment Banking, Banking, Retail Banking, Mortgage Lending, Loans, Mutual Funds, Cross Selling
Education
Texas Tech University 2002 — 2005
Bachelor's degree, Marketing
HDVest January 2014 - Present
JP Morgan Securities July 2011 - October 2013
JPMorgan Chase December 2007 - July 2011
New Century Mortgage January 2005 - July 2007
Skills
Sales, Investments, Investment Banking, Banking, Retail Banking, Mortgage Lending, Loans, Mutual Funds, Cross Selling
Education
Texas Tech University 2002 — 2005
Bachelor's degree, Marketing
Neil Mehra's JP Morgan Securities Experience July 2005 - Present
Job Executive Director , Asset Management, JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities July 2005 - Present
Prudential Securities 2000 - 2005
PaineWebber Inc April 1990 - August 2000
EF Hutton October 1986 - April 1990
Skills
Portfolio Management, Weallth Management, Asset Management, Investments, Reirement and Education..., Series 7, Series 63, Series 65
Education
Texas A&M University 1980 — 1984
Business Management
The University of Texas at Austin 1972 — 1976
Radio Television and Film
JP Morgan Securities July 2005 - Present
Prudential Securities 2000 - 2005
PaineWebber Inc April 1990 - August 2000
EF Hutton October 1986 - April 1990
Skills
Portfolio Management, Weallth Management, Asset Management, Investments, Reirement and Education..., Series 7, Series 63, Series 65
Education
Texas A&M University 1980 — 1984
Business Management
The University of Texas at Austin 1972 — 1976
Radio Television and Film
Gary A. Bruno's JP Morgan Securities Experience 2008 - 2013
Job Financial Advisor at J.P. Morgan Securities
Industry
Experience
JP Morgan Securities 2008 - 2013
Skills
Financial Advisor
Education
Assumption College 1980 — 1984
Bachelor's degree
JP Morgan Securities 2008 - 2013
Skills
Financial Advisor
Education
Assumption College 1980 — 1984
Bachelor's degree
Priscilla Meadow's JP Morgan Securities Experience August 2011 - November 2011
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - November 2014
JP Morgan Securities August 2011 - November 2011
FINTEGRA FINANCIAL SOLUTIONS February 2010 - October 2010
Financial Industry Regulatory Authority January 2007 - November 2009
Credit Suisse April 2005 - January 2007
Morgan Stanley May 2003 - April 2005
A.G. Edwards September 2001 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Equities, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Finance, Derivatives, Options, Series 7, Asset Allocation
Education
Lake Forest College 1999 — 2003
B.A, Business
Morgan Stanley Wealth Management December 2012 - November 2014
JP Morgan Securities August 2011 - November 2011
FINTEGRA FINANCIAL SOLUTIONS February 2010 - October 2010
Financial Industry Regulatory Authority January 2007 - November 2009
Credit Suisse April 2005 - January 2007
Morgan Stanley May 2003 - April 2005
A.G. Edwards September 2001 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Securities, Equities, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Finance, Derivatives, Options, Series 7, Asset Allocation
Education
Lake Forest College 1999 — 2003
B.A, Business
Scott Chan, CFA Scott Chan, CFA's JP Morgan Securities Experience 2000 - 2002
Job Senior Managing Director at UC Regents, Office of the CIO
Industry Investment Management
Experience
UC Regents, Office of the CIO February 2015 - Present
Sacramento County Employees' Retirement System (SCERS) 2010 - Present
SF Global, Magnum Opus and TLB Capital 2002 - 2009
JP Morgan Securities 2000 - 2002
Skills
Private Equity, Hedge Funds, Real Estate, Equities, Alternative Investments, Portfolio Management, Asset Management, Investments, Asset Allocation, Retirement, Bonds, Venture Capital, Risk Management, Valuation, Investment Strategies, Bloomberg, Equity Valuation, Equity Research, Investment Management, Asset Managment, Financial Analysis, Fixed Income, Pension Funds, Hedging, Financial Advisory, Mergers & Acquisitions, Pensions, Fund Of Funds
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
UCLA 1989 — 1993
BA
UC Regents, Office of the CIO February 2015 - Present
Sacramento County Employees' Retirement System (SCERS) 2010 - Present
SF Global, Magnum Opus and TLB Capital 2002 - 2009
JP Morgan Securities 2000 - 2002
Skills
Private Equity, Hedge Funds, Real Estate, Equities, Alternative Investments, Portfolio Management, Asset Management, Investments, Asset Allocation, Retirement, Bonds, Venture Capital, Risk Management, Valuation, Investment Strategies, Bloomberg, Equity Valuation, Equity Research, Investment Management, Asset Managment, Financial Analysis, Fixed Income, Pension Funds, Hedging, Financial Advisory, Mergers & Acquisitions, Pensions, Fund Of Funds
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
UCLA 1989 — 1993
BA
Peter Lesburg Peter Lesburg's JP Morgan Securities Experience 2002 - 2003
Job Managing Director, Capital Markets at Realterm Global
Industry Real Estate
Experience
Realterm Global 2011 - Present
BridgeSpan Financial 2009 - 2011
Wachovia Securities 2007 - 2009
Stifel Nicolaus 2004 - 2007
Legg Mason 2004 - 2007
JP Morgan Securities 2002 - 2003
Education
Georgetown University Law Center
JD
Georgetown University - The McDonough School of Business
MBA
Harvard University
BA
The Roxbury Latin School
Realterm Global 2011 - Present
BridgeSpan Financial 2009 - 2011
Wachovia Securities 2007 - 2009
Stifel Nicolaus 2004 - 2007
Legg Mason 2004 - 2007
JP Morgan Securities 2002 - 2003
Education
Georgetown University Law Center
JD
Georgetown University - The McDonough School of Business
MBA
Harvard University
BA
The Roxbury Latin School
Victor Manuel Gil, CFA Victor Manuel Gil, CFA's JP Morgan Securities Experience August 1993 - April 2001
Job iAdvise Partners LLC Global Investment Advisory
Industry Financial Services
Experience
iAdvise Real Estate LLC June 2015 - Present
iAdvise Partners LLC / iAdvise Partners EAFI, SL January 2009 - Present
Achievers Family Office January 2004 - December 2008
Deutsche Bank Securities April 2001 - December 2004
JP Morgan Securities August 1993 - April 2001
Skills
CFA, Equities, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Financial Markets, Bloomberg, Asset Managment, Structured Products, Private Equity, Investments, Portfolio Management, Emerging Markets, Corporate Finance, Private Banking, Valuation, Wealth Management, Wealth Management..., Financial Services, Inversiones alternativas, Gestión de activos, Acciones, Inversiones, Gestión de cartera de..., Tasación, Capital de inversión, Banca de inversión, Servicios financieros, Productos estructurados, Banca privada, Superior Client Service, Finanzas corporativas, Fondo de cobertura, Gestión de capital, Mercados emergentes, Mercados financieros, Rentas fijas
Education
1997 — 1999
MBA
Universidad Pontificia Comillas 1988 — 1993
Licenciado en Ciencias Economicas y Emmpresariales
iAdvise Real Estate LLC June 2015 - Present
iAdvise Partners LLC / iAdvise Partners EAFI, SL January 2009 - Present
Achievers Family Office January 2004 - December 2008
Deutsche Bank Securities April 2001 - December 2004
JP Morgan Securities August 1993 - April 2001
Skills
CFA, Equities, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Financial Markets, Bloomberg, Asset Managment, Structured Products, Private Equity, Investments, Portfolio Management, Emerging Markets, Corporate Finance, Private Banking, Valuation, Wealth Management, Wealth Management..., Financial Services, Inversiones alternativas, Gestión de activos, Acciones, Inversiones, Gestión de cartera de..., Tasación, Capital de inversión, Banca de inversión, Servicios financieros, Productos estructurados, Banca privada, Superior Client Service, Finanzas corporativas, Fondo de cobertura, Gestión de capital, Mercados emergentes, Mercados financieros, Rentas fijas
Education
1997 — 1999
MBA
Universidad Pontificia Comillas 1988 — 1993
Licenciado en Ciencias Economicas y Emmpresariales
John Porco John Porco's JP Morgan Securities Experience 1992 - 1994
Job President at Integrated Enterprises Inc.
Industry Information Technology and Services
Experience
Integrated Enterprises Inc. 2001 - Present
Merrill Lynch & Co. 1994 - 2001
JP Morgan Securities 1992 - 1994
Salomon Brothers Inc. 1989 - 1992
Sun Microsystems 1986 - 1989
Skills
Business Analysis, Budgeting, Vendor Management, Banking, Strategic Planning, Data Center, Management Consulting, Process Improvement, Program Management, E-commerce, Equities, Customer Relations, Team Leadership, Unix, Capital Markets, Disaster Recovery, Risk Management, Negotiation, Problem Solving, IT Management, Trading, Enterprise Architecture, Insurance, Process Engineering, Sybase, IT Governance, Integration, Business Planning, New Business Development, Solution Design, Security, Operations Management, ITIL, Risk, Fundraising, Leadership Development, Software Development, Executive Management, Enterprise Software, Deployment, IT Strategy, Business Management, IT Operations, PMO, Service Delivery, IT Service Management, PMP, Business Strategy, Team Management
Education
New York Institute of Technology-Old Westbury 1978 — 1980
Computer Science
Integrated Enterprises Inc. 2001 - Present
Merrill Lynch & Co. 1994 - 2001
JP Morgan Securities 1992 - 1994
Salomon Brothers Inc. 1989 - 1992
Sun Microsystems 1986 - 1989
Skills
Business Analysis, Budgeting, Vendor Management, Banking, Strategic Planning, Data Center, Management Consulting, Process Improvement, Program Management, E-commerce, Equities, Customer Relations, Team Leadership, Unix, Capital Markets, Disaster Recovery, Risk Management, Negotiation, Problem Solving, IT Management, Trading, Enterprise Architecture, Insurance, Process Engineering, Sybase, IT Governance, Integration, Business Planning, New Business Development, Solution Design, Security, Operations Management, ITIL, Risk, Fundraising, Leadership Development, Software Development, Executive Management, Enterprise Software, Deployment, IT Strategy, Business Management, IT Operations, PMO, Service Delivery, IT Service Management, PMP, Business Strategy, Team Management
Education
New York Institute of Technology-Old Westbury 1978 — 1980
Computer Science
patricia o'grady patricia o'grady's JP Morgan Securities Experience 1982 - 1990
Job Sales and Marketing Consultant
Industry Real Estate
Experience
Patterson Real Estate Advisory Group, LLC October 2011 - March 2012
winYOUship Logistics July 2011 - March 2012
Barry Real Estate Companies November 2008 - June 2011
Winter Properties, Atlanta 2006 - 2010
JP morgan Securities 1982 - 1990
Lehman Brothers 1980 - 1983
Skills
Real Estate, Real Estate Development, Business Development, Finance, Marketing, Investments, Team Building, Contract Negotiation, Leadership, Project Management
Education
Manhattanville College 1976 — 1980
BA, Political Science/Economics
framinghan south high
Patterson Real Estate Advisory Group, LLC October 2011 - March 2012
winYOUship Logistics July 2011 - March 2012
Barry Real Estate Companies November 2008 - June 2011
Winter Properties, Atlanta 2006 - 2010
JP morgan Securities 1982 - 1990
Lehman Brothers 1980 - 1983
Skills
Real Estate, Real Estate Development, Business Development, Finance, Marketing, Investments, Team Building, Contract Negotiation, Leadership, Project Management
Education
Manhattanville College 1976 — 1980
BA, Political Science/Economics
framinghan south high
Mike Krumenacker Mike Krumenacker's JP Morgan Securities Experience February 2012 - Present
Job JP Morgan Securities Asset Management
Industry Financial Services
Experience
JP Morgan Securities February 2012 - Present
Gleacher & Company 2011 - 2012
Taum Sauk Capital Management 2008 - 2011
BGC Partners 2007 - 2008
Real Estate Investment & Development Firm 2003 - 2007
Maxcor Financial, Inc. 2001 - 2003
The Buyers Net.com 1999 - 2001
EuroBrokers, Inc. 1994 - 1999
Education
State University of New York at Binghamton 1985 — 1989
BA, Political Science
JP Morgan Securities February 2012 - Present
Gleacher & Company 2011 - 2012
Taum Sauk Capital Management 2008 - 2011
BGC Partners 2007 - 2008
Real Estate Investment & Development Firm 2003 - 2007
Maxcor Financial, Inc. 2001 - 2003
The Buyers Net.com 1999 - 2001
EuroBrokers, Inc. 1994 - 1999
Education
State University of New York at Binghamton 1985 — 1989
BA, Political Science
Chris Pittman Chris Pittman's JP Morgan Securities Experience February 2009 - Present
Job VP at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities February 2009 - Present
Highland Capital Management 2001 - 2008
Skills
Alternative Investments, Asset Management, Equities, Family Office, Fixed Income, Hedge Funds, High Yield, Mergers & Acquisitions, Portfolio Management, Valuation, Bloomberg, Investments, Capital Markets, Series 7, Private Equity
Education
Texas Christian University 1988 — 1992
Bachelor of Science, Economics/Business
JP Morgan Securities February 2009 - Present
Highland Capital Management 2001 - 2008
Skills
Alternative Investments, Asset Management, Equities, Family Office, Fixed Income, Hedge Funds, High Yield, Mergers & Acquisitions, Portfolio Management, Valuation, Bloomberg, Investments, Capital Markets, Series 7, Private Equity
Education
Texas Christian University 1988 — 1992
Bachelor of Science, Economics/Business
Joseph Lau Joseph Lau's JP Morgan Securities Experience 1997 - 1999
Job Managing Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets June 2011 - Present
Deutsche Bank August 2009 - June 2011
Barclays Capital February 2000 - August 2009
Oxford Alumni Association 2004 - 2007
JP Morgan Securities 1997 - 1999
JP Morgan Investment Management 1997 - 1998
Education
University of Oxford - Said Business School 1999 — 2000
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1997
MS/BS, Finance/Economics
Freehold Boro High School 1989 — 1993
High School Diploma, High School
RBC Capital Markets June 2011 - Present
Deutsche Bank August 2009 - June 2011
Barclays Capital February 2000 - August 2009
Oxford Alumni Association 2004 - 2007
JP Morgan Securities 1997 - 1999
JP Morgan Investment Management 1997 - 1998
Education
University of Oxford - Said Business School 1999 — 2000
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1997
MS/BS, Finance/Economics
Freehold Boro High School 1989 — 1993
High School Diploma, High School
Hilda Chung's JP Morgan Securities Experience January 2012 - August 2012
Job eLearning Solutions Executive
Industry Information Technology and Services
Experience
Constantior January 2015 - Present
Cognizant Technology Solutions May 2014 - Present
Buy and Train May 2013 - Present
DTCC August 2012 - December 2012
JP Morgan Securities January 2012 - August 2012
Eisai Pharmaceuticals January 2011 - December 2011
Ziff Brothers Investments August 2010 - November 2010
Wells Fargo Financial 2009 - 2010
Chartis July 2009 - November 2009
JPMC January 2008 - June 2009
Skills
Training, Program Management, Software Documentation, Coaching, Instructional Design, Cross-functional Team..., Learning Management..., Online Training, Microsoft Office, Microsoft Project, Teamwork, Visio, Centra, SABA, MS Excel Pivot Tables, MS Live, WebEx, Management, MS Project, Strategy, E-Learning, Analysis, Project Management, Succession Planning, Instructor-led Training, Technical Training, ADDIE, Requirements Analysis, Integration, Human Resources, Needs Analysis, Learning Management, Access, Blended Learning, Captivate, Staff Development, Consulting
Education
Indiana University Bloomington
BS, Education
Purdue University
MS
Constantior January 2015 - Present
Cognizant Technology Solutions May 2014 - Present
Buy and Train May 2013 - Present
DTCC August 2012 - December 2012
JP Morgan Securities January 2012 - August 2012
Eisai Pharmaceuticals January 2011 - December 2011
Ziff Brothers Investments August 2010 - November 2010
Wells Fargo Financial 2009 - 2010
Chartis July 2009 - November 2009
JPMC January 2008 - June 2009
Skills
Training, Program Management, Software Documentation, Coaching, Instructional Design, Cross-functional Team..., Learning Management..., Online Training, Microsoft Office, Microsoft Project, Teamwork, Visio, Centra, SABA, MS Excel Pivot Tables, MS Live, WebEx, Management, MS Project, Strategy, E-Learning, Analysis, Project Management, Succession Planning, Instructor-led Training, Technical Training, ADDIE, Requirements Analysis, Integration, Human Resources, Needs Analysis, Learning Management, Access, Blended Learning, Captivate, Staff Development, Consulting
Education
Indiana University Bloomington
BS, Education
Purdue University
MS
Kelsey Berman Kelsey Berman's JP Morgan Securities Experience June 2006 - June 2012
Job Real Estate Sales Agent at Waterfront Realty
Industry Real Estate
Experience
Waterfront Realty Group June 2014 - Present
Street and Company June 2013 - February 2014
JP Morgan Securities June 2006 - June 2012
Education
Colby College 2002 — 2006
BA, International Studies/Administrative Science
Waterfront Realty Group June 2014 - Present
Street and Company June 2013 - February 2014
JP Morgan Securities June 2006 - June 2012
Education
Colby College 2002 — 2006
BA, International Studies/Administrative Science
Laura Kirkpatrick Laura Kirkpatrick's JP Morgan Securities Experience July 1993 - September 1994
Job Senior Consultant Relations Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management April 2012 - Present
Verdis Investment Management January 2009 - February 2011
DuPont Capital Management April 2007 - January 2009
Delaware Investments February 2005 - April 2007
Brandywine Global Investment Management November 1996 - February 2005
Morgan Stanley Investment Management September 1994 - November 1996
JP Morgan Securities July 1993 - September 1994
Meridian Bank September 1986 - August 1991
Skills
New Business Development, Client Relationship..., Investment Strategies, Alternative Investments, Real Estate Investment, Institutional Marketing, Institutional Investors, Endowments, Foundations, Hedge Funds, Institutional Clients, Business Relationship..., People Management, Board Leadership, Fund Of Funds, Investments, Institutional, Fixed Income, Equities, Client Service, Asset Management, Investor Relations, Private Equity, Venture Capital, Asset Allocation, Emerging Markets, Bonds, Asset, Due Diligence, Institutional..., Client Services
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Dickinson College 1982 — 1986
BA, Economics, German
Aberdeen Asset Management April 2012 - Present
Verdis Investment Management January 2009 - February 2011
DuPont Capital Management April 2007 - January 2009
Delaware Investments February 2005 - April 2007
Brandywine Global Investment Management November 1996 - February 2005
Morgan Stanley Investment Management September 1994 - November 1996
JP Morgan Securities July 1993 - September 1994
Meridian Bank September 1986 - August 1991
Skills
New Business Development, Client Relationship..., Investment Strategies, Alternative Investments, Real Estate Investment, Institutional Marketing, Institutional Investors, Endowments, Foundations, Hedge Funds, Institutional Clients, Business Relationship..., People Management, Board Leadership, Fund Of Funds, Investments, Institutional, Fixed Income, Equities, Client Service, Asset Management, Investor Relations, Private Equity, Venture Capital, Asset Allocation, Emerging Markets, Bonds, Asset, Due Diligence, Institutional..., Client Services
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Dickinson College 1982 — 1986
BA, Economics, German
Adam Koch Adam Koch's JP Morgan Securities Experience May 2005 - Present
Job Associate at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities May 2005 - Present
Freddie Mac June 2001 - September 2003
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Master of Business Administration (MBA), Finance, General
Vanderbilt University 1996 — 2000
School of Engineering
JP Morgan Securities May 2005 - Present
Freddie Mac June 2001 - September 2003
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Master of Business Administration (MBA), Finance, General
Vanderbilt University 1996 — 2000
School of Engineering
David Yi David Yi's JP Morgan Securities Experience May 2007 - August 2007
Job AVP in Market Risk
Industry Banking
Experience
Credit Suisse September 2015 - Present
J.P. Morgan October 2010 - August 2015
J.P. Morgan September 2008 - September 2010
JP Morgan Securities May 2007 - August 2007
Credit Suisse February 2007 - May 2007
Assured Guaranty - Financial Security Assurance January 2006 - February 2007
Chapman, Spira & Carson June 2005 - January 2006
Skills
Advanced Excel, SAS programming, SQL, Business Objects, Regression Analysis, Financial Modeling, Capital Markets, Bloomberg, Valuation, Quantitative Analytics, Risk Management
Education
Columbia University in the City of New York 2013 — 2015
Master’s Degree
City University of New York-Baruch College 2004 — 2008
Bachelor of Business Administration (BBA)
SAS Training
Credit Suisse September 2015 - Present
J.P. Morgan October 2010 - August 2015
J.P. Morgan September 2008 - September 2010
JP Morgan Securities May 2007 - August 2007
Credit Suisse February 2007 - May 2007
Assured Guaranty - Financial Security Assurance January 2006 - February 2007
Chapman, Spira & Carson June 2005 - January 2006
Skills
Advanced Excel, SAS programming, SQL, Business Objects, Regression Analysis, Financial Modeling, Capital Markets, Bloomberg, Valuation, Quantitative Analytics, Risk Management
Education
Columbia University in the City of New York 2013 — 2015
Master’s Degree
City University of New York-Baruch College 2004 — 2008
Bachelor of Business Administration (BBA)
SAS Training
Robert Naidoff's JP Morgan Securities Experience 2007 - 2009
Job Portfolio Management & Underwriting
Industry Investment Management
Experience
Monroe Capital LLC 2015 - Present
GlassRatner Advisory & Capital Group LLC 2013 - 2015
Carl Marks & Co. 2009 - 2013
JP Morgan Securities 2007 - 2009
Waller Capital 2002 - 2006
Skills
Mergers, Private Equity, Restructuring, Investment Banking, Valuation, Chapter 11, Bankruptcy, 363 Asset Sales, Management Consulting, Interim Management, Acquisitions, Capital Markets, Distressed Debt, New Business Development, Due Diligence, Middle Market, Capital Raising, Trading, Financial Analysis, LBO, Financial Modeling, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance & Economics, GPA: 3.75 out of 4.00
University of Arizona, Eller College of Management 1997 — 2001
Bachelor of Science (BS), Finance, General, GPA: 3.50 out of 4.00
lhs
lhs
Monroe Capital LLC 2015 - Present
GlassRatner Advisory & Capital Group LLC 2013 - 2015
Carl Marks & Co. 2009 - 2013
JP Morgan Securities 2007 - 2009
Waller Capital 2002 - 2006
Skills
Mergers, Private Equity, Restructuring, Investment Banking, Valuation, Chapter 11, Bankruptcy, 363 Asset Sales, Management Consulting, Interim Management, Acquisitions, Capital Markets, Distressed Debt, New Business Development, Due Diligence, Middle Market, Capital Raising, Trading, Financial Analysis, LBO, Financial Modeling, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance & Economics, GPA: 3.75 out of 4.00
University of Arizona, Eller College of Management 1997 — 2001
Bachelor of Science (BS), Finance, General, GPA: 3.50 out of 4.00
lhs
lhs
Matthew Lopardo Matthew Lopardo's JP Morgan Securities Experience June 2015 - Present
Job Client Service Associate at J.P. Morgan
Industry Banking
Experience
JP Morgan Securities June 2015 - Present
J.P. Morgan February 2013 - Present
JPMorgan Chase July 2011 - February 2013
JPMorgan Chase October 2009 - June 2011
Skills
Commercial Lending, Banking, Customer Service, Consumer Lending, Building Relationships, Microsoft Office, Microsoft Excel, Access, Team Leadership, Team Building, Small Business Lending, Credit, Loans, Business Development, Leadership, Retail Banking, Time Management, Customer Satisfaction, Sales
Education
Loyola University of Chicago 2004 — 2009
Finance, Economics, Intl Business
JP Morgan Securities June 2015 - Present
J.P. Morgan February 2013 - Present
JPMorgan Chase July 2011 - February 2013
JPMorgan Chase October 2009 - June 2011
Skills
Commercial Lending, Banking, Customer Service, Consumer Lending, Building Relationships, Microsoft Office, Microsoft Excel, Access, Team Leadership, Team Building, Small Business Lending, Credit, Loans, Business Development, Leadership, Retail Banking, Time Management, Customer Satisfaction, Sales
Education
Loyola University of Chicago 2004 — 2009
Finance, Economics, Intl Business
Alexander Fraser Alexander Fraser's JP Morgan Securities Experience 1995 - 1998
Job Alternative Investments Private Equity / Real Estate
Industry Investment Management
Experience
GI Partners 2005 - Present
Bay Area Discovery Museum September 2012 - Present
J.P. Morgan 2004 - 2005
GI Partners 2002 - 2004
Thomas Weisel Partners 2001 - 2002
J.P. Morgan Asset Management 1998 - 1999
JP Morgan Securities 1995 - 1998
Skills
Private Equity, Real Estate Private..., Finance, General Management, Capital Raises, Strategic Planning, Business Strategy, Strategy Development, Communications Strategy, Executive Development
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, General Management / Finance
Colgate University 1991 — 1995
Bachelor's Degree, Multi/Interdisciplinary Studies
Weston High School 1987 — 1991
high school diploma
GI Partners 2005 - Present
Bay Area Discovery Museum September 2012 - Present
J.P. Morgan 2004 - 2005
GI Partners 2002 - 2004
Thomas Weisel Partners 2001 - 2002
J.P. Morgan Asset Management 1998 - 1999
JP Morgan Securities 1995 - 1998
Skills
Private Equity, Real Estate Private..., Finance, General Management, Capital Raises, Strategic Planning, Business Strategy, Strategy Development, Communications Strategy, Executive Development
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, General Management / Finance
Colgate University 1991 — 1995
Bachelor's Degree, Multi/Interdisciplinary Studies
Weston High School 1987 — 1991
high school diploma
Stephanie Gale, CFP®, AIF® Stephanie Gale, CFP®, AIF®'s JP Morgan Securities Experience 1986 - 1992
Job Owner & Financial Advisor at Gale Investment Management
Industry Financial Services
Experience
Gale Investment Management 1998 - Present
Voyaging Sailor 1992 - 1995
JP Morgan Securities 1986 - 1992
County Bank 1985 - 1986
Orion Royal Bank 1983 - 1985
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Securities, Financial Analysis, Asset Management, Investment Advisory, Equities, Asset Allocation, Series 63, Fixed Annuities, Insurance, Financial Modeling, Investment Strategies, Estate Planning, CFP, AIF, 401k, Qualified Retirement..., Long-term Care, Corporate Retirement..., Socially Responsible..., Trusts, Corporate Retirement..., Private Client Advisory..., Plan Design, Fiduciary Oversight, Comprehensive Financial..., Life & Disability..., Financial Services
Education
Barnard College 1979 — 1983
Gale Investment Management 1998 - Present
Voyaging Sailor 1992 - 1995
JP Morgan Securities 1986 - 1992
County Bank 1985 - 1986
Orion Royal Bank 1983 - 1985
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Securities, Financial Analysis, Asset Management, Investment Advisory, Equities, Asset Allocation, Series 63, Fixed Annuities, Insurance, Financial Modeling, Investment Strategies, Estate Planning, CFP, AIF, 401k, Qualified Retirement..., Long-term Care, Corporate Retirement..., Socially Responsible..., Trusts, Corporate Retirement..., Private Client Advisory..., Plan Design, Fiduciary Oversight, Comprehensive Financial..., Life & Disability..., Financial Services
Education
Barnard College 1979 — 1983
Lisa R. Griffin, CFP®, MSFP's JP Morgan Securities Experience 2011 - 2014
Job MetLife Premier Client Group of Upstate NY
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York, an office of MetLife 2014 - Present
JP Morgan Securities 2011 - 2014
Joyal Capital Management 2010 - 2011
Liberty Mutual Insurance 2009 - 2010
First Investors Corporation 2007 - 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Master of Science, Financial Planning
Saint Bonaventure University 2003 — 2006
Bachelor or Business Administration, Finance
MetLife Premier Client Group of Upstate New York, an office of MetLife 2014 - Present
JP Morgan Securities 2011 - 2014
Joyal Capital Management 2010 - 2011
Liberty Mutual Insurance 2009 - 2010
First Investors Corporation 2007 - 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Master of Science, Financial Planning
Saint Bonaventure University 2003 — 2006
Bachelor or Business Administration, Finance
Chris Baxley's JP Morgan Securities Experience June 2007 - May 2008
Job Vice President Strategic Client Relationships
Industry Hospital & Health Care
Experience
Healthgrades December 2012 - Present
Healthgrades October 2014 - January 2015
Healthways July 2011 - November 2012
Healthways January 2010 - July 2011
Cain Brothers July 2008 - June 2009
JP Morgan Securities June 2007 - May 2008
US Army January 1998 - May 2005
Thomas Nelson Publishers 1993 - 1995
Skills
Strategy, Business Strategy, Analysis, Leadership, Financial Modeling, Financial Analysis, Healthcare, Team Leadership, Operations Management, Process Improvement, Strategic Planning, Program Management, CRM, Management Consulting, Training, New Business Development, Management, Project Management, Business Intelligence, Data Analysis, Sales, Business Analysis, Strategic Development, Business Process..., Business Development, Marketing, Marketing Strategy, Account Management, Healthcare Information..., Finance, Valuation, Leadership Development, Strategic Partnerships
Education
Vanderbilt University 2005 — 2007
MBA
University of Mississippi 1992 — 1997
BBA
Healthgrades December 2012 - Present
Healthgrades October 2014 - January 2015
Healthways July 2011 - November 2012
Healthways January 2010 - July 2011
Cain Brothers July 2008 - June 2009
JP Morgan Securities June 2007 - May 2008
US Army January 1998 - May 2005
Thomas Nelson Publishers 1993 - 1995
Skills
Strategy, Business Strategy, Analysis, Leadership, Financial Modeling, Financial Analysis, Healthcare, Team Leadership, Operations Management, Process Improvement, Strategic Planning, Program Management, CRM, Management Consulting, Training, New Business Development, Management, Project Management, Business Intelligence, Data Analysis, Sales, Business Analysis, Strategic Development, Business Process..., Business Development, Marketing, Marketing Strategy, Account Management, Healthcare Information..., Finance, Valuation, Leadership Development, Strategic Partnerships
Education
Vanderbilt University 2005 — 2007
MBA
University of Mississippi 1992 — 1997
BBA
Steven Foote Steven Foote's JP Morgan Securities Experience June 2015 - Present
Job Managing Director at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities June 2015 - Present
MorganStanley SmithBarney LLC January 2011 - June 2015
Ingalls & Synder LLC June 1991 - January 2011
Education
Dartmouth College 1979 — 1983
Bachelor’s Degree, English
JP Morgan Securities June 2015 - Present
MorganStanley SmithBarney LLC January 2011 - June 2015
Ingalls & Synder LLC June 1991 - January 2011
Education
Dartmouth College 1979 — 1983
Bachelor’s Degree, English
Charles Schiller Charles Schiller's JP Morgan Securities Experience 1997 - 2001
Job Financial Analyst
Industry Financial Services
Experience
United States Securities & Exchange Commission August 2015 - Present
Green Mile Capital January 2012 - June 2015
RBC Capital Markets August 2001 - November 2011
JP Morgan Securities 1997 - 2001
Standard & Poor's 1994 - 1997
Skills
CLO's, Capital Markets, Securitization, Fixed Income, Structured Finance, Derivatives, Bloomberg, Structured Products, Investment Banking, Hedge Funds, Credit Derivatives, Equities, Portfolio Management, Securities, Trading, Credit, ABS, Bonds, Investments, Alternative Investments, Options, Finance
Education
Case Western Reserve University School of Law 1991 — 1993
JD
Colgate University 1983 — 1987
Shaker Heights High School 1980 — 1983
United States Securities & Exchange Commission August 2015 - Present
Green Mile Capital January 2012 - June 2015
RBC Capital Markets August 2001 - November 2011
JP Morgan Securities 1997 - 2001
Standard & Poor's 1994 - 1997
Skills
CLO's, Capital Markets, Securitization, Fixed Income, Structured Finance, Derivatives, Bloomberg, Structured Products, Investment Banking, Hedge Funds, Credit Derivatives, Equities, Portfolio Management, Securities, Trading, Credit, ABS, Bonds, Investments, Alternative Investments, Options, Finance
Education
Case Western Reserve University School of Law 1991 — 1993
JD
Colgate University 1983 — 1987
Shaker Heights High School 1980 — 1983
Adam Blackwood Adam Blackwood's JP Morgan Securities Experience 1991 - 2003
Job SVP/Wealth Advisor at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Gilad Coren's JP Morgan Securities Experience May 2013 - August 2013
Job Real Estate Development at Stone Street Properties
Industry Real Estate
Experience
TD Securities 2014 - 2014
J.P Morgan Securities May 2013 - August 2013
New York Mercantile Exchange May 2012 - August 2012
Israeli Air Force - Intelligence Division January 2007 - January 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, SQL, Project Management, Economics, Social Networking, Financial Modeling, Analysis, Finance, Business Strategy, Strategy, Corporate Finance, Leadership, Trading, Valuation, Bloomberg, Investments, Private Equity
Education
Columbia University in the City of New York 2010 — 2014
Economics
M&B Student
M&B Student
TD Securities 2014 - 2014
J.P Morgan Securities May 2013 - August 2013
New York Mercantile Exchange May 2012 - August 2012
Israeli Air Force - Intelligence Division January 2007 - January 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, SQL, Project Management, Economics, Social Networking, Financial Modeling, Analysis, Finance, Business Strategy, Strategy, Corporate Finance, Leadership, Trading, Valuation, Bloomberg, Investments, Private Equity
Education
Columbia University in the City of New York 2010 — 2014
Economics
M&B Student
M&B Student
Paul K. Cunningham's JP Morgan Securities Experience January 1999 - January 2001
Job Managing Director Fixed Income Trading
Industry Financial Services
Experience
New York Life Inv Mgt. September 2001 - Present
JP Morgan Securities January 1999 - January 2001
JP Morgan Securities January 1996 - December 1998
JP Morgan Securities April 1993 - December 1996
CSFB-NY September 1989 - December 1992
First Boston-London July 1985 - September 1988
Skills
Fixed Income, Capital Markets, Bonds, Series 7, Securities, Investments, Loans, Bloomberg, Alternative Investments, Trading, ABS, Asset Management, Credit, Structured Products, Equities, Financial Markets, Derivatives, Portfolio Management, Series 63, Hedge Funds, Mutual Funds
Education
University of Denver - Daniels College of Business 1971 — 1975
BSBA, Finance
New York Life Inv Mgt. September 2001 - Present
JP Morgan Securities January 1999 - January 2001
JP Morgan Securities January 1996 - December 1998
JP Morgan Securities April 1993 - December 1996
CSFB-NY September 1989 - December 1992
First Boston-London July 1985 - September 1988
Skills
Fixed Income, Capital Markets, Bonds, Series 7, Securities, Investments, Loans, Bloomberg, Alternative Investments, Trading, ABS, Asset Management, Credit, Structured Products, Equities, Financial Markets, Derivatives, Portfolio Management, Series 63, Hedge Funds, Mutual Funds
Education
University of Denver - Daniels College of Business 1971 — 1975
BSBA, Finance
Jay Evangelista's JP Morgan Securities Experience June 2014 - September 2014
Job Department of Public Works Town of Harrison
Industry Sports
Experience
Department of Public Works October 2014 - Present
JP Morgan Securities June 2014 - September 2014
Westchester Country Club April 2014 - May 2014
Omnicom Capital Inc. June 2013 - November 2013
Greenwich Country Club April 2006 - November 2013
Skills
MS Excel Pivot Tables, Microsoft Word, Microsoft Office, PowerPoint, Communication, Corporate Finance, Golf, Golf Management
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Iona Preparatory 2006 — 2010
HS Diploma
Department of Public Works October 2014 - Present
JP Morgan Securities June 2014 - September 2014
Westchester Country Club April 2014 - May 2014
Omnicom Capital Inc. June 2013 - November 2013
Greenwich Country Club April 2006 - November 2013
Skills
MS Excel Pivot Tables, Microsoft Word, Microsoft Office, PowerPoint, Communication, Corporate Finance, Golf, Golf Management
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Iona Preparatory 2006 — 2010
HS Diploma
Robert Dhoore, Financial Advisor's JP Morgan Securities Experience June 2014 - Present
Job Financial Advisor at J.P. Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities June 2014 - Present
Fifth Third Bank October 2012 - May 2014
Wells Fargo Advisors August 2010 - September 2012
Wells Fargo Bank January 2010 - August 2010
Edward Jones Investments January 2009 - December 2009
Walsh Construction May 2004 - August 2008
Skills
Investments
Education
Bethel College 2004 — 2008
Business Administration, Finance and Accounting
La Porte High School
JP Morgan Securities June 2014 - Present
Fifth Third Bank October 2012 - May 2014
Wells Fargo Advisors August 2010 - September 2012
Wells Fargo Bank January 2010 - August 2010
Edward Jones Investments January 2009 - December 2009
Walsh Construction May 2004 - August 2008
Skills
Investments
Education
Bethel College 2004 — 2008
Business Administration, Finance and Accounting
La Porte High School
Robert Hoffman, Jr. Robert Hoffman, Jr.'s JP Morgan Securities Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2013 - Present
JP Morgan Securities June 2012 - August 2012
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), American Government and Politics (United States)
The Lawrenceville School 2005 — 2009
Goldman Sachs August 2013 - Present
JP Morgan Securities June 2012 - August 2012
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), American Government and Politics (United States)
The Lawrenceville School 2005 — 2009
Charles Fiori, CFA Charles Fiori, CFA's JP Morgan Securities Experience February 2008 - April 2009
Job Senior Financial Markets ConsultantSales, Strategy, (Big) Data, Internet of Things, ETrading.
Industry Capital Markets
Experience
ReadQ Technologies LLC October 2013 - September 2014
Whitaker Securities February 2013 - September 2013
ManageGo February 2012 - June 2012
Wells Fargo Advisors, LLC May 2011 - February 2012
JP Morgan Securities February 2008 - April 2009
Kestrel Technologies, Inc July 2007 - January 2008
Reuters America March 2006 - March 2007
Reuters America September 2004 - March 2006
FT Interactive Data April 2004 - September 2004
Self-employed June 2002 - April 2004
Skills
Electronic Trading, Bonds, Market Data, Capital Markets, Fixed Income, Business Development, Valuation, Strategy, Wealth Management, Financial Markets, Relationship Management, Series 7, Financial Analysis, Social Media, Reference Data, Business Strategy, Business Relationship..., Securities, Financial Services, Portfolio Management, Trading Systems, Public Speaking, Networking, Employee Benefits, Report Writing, Property Management..., Brokertec, Electronic Markets, CBOT, Transaction Processing, Asset Management, FINRA, Money Market, Alternative Investments, Investment Banking, International, Compliance
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance/Marketing
Columbia University in the City of New York 1975 — 1979
BA, Political Science
St. Andrew Academy 1963 — 1975
ReadQ Technologies LLC October 2013 - September 2014
Whitaker Securities February 2013 - September 2013
ManageGo February 2012 - June 2012
Wells Fargo Advisors, LLC May 2011 - February 2012
JP Morgan Securities February 2008 - April 2009
Kestrel Technologies, Inc July 2007 - January 2008
Reuters America March 2006 - March 2007
Reuters America September 2004 - March 2006
FT Interactive Data April 2004 - September 2004
Self-employed June 2002 - April 2004
Skills
Electronic Trading, Bonds, Market Data, Capital Markets, Fixed Income, Business Development, Valuation, Strategy, Wealth Management, Financial Markets, Relationship Management, Series 7, Financial Analysis, Social Media, Reference Data, Business Strategy, Business Relationship..., Securities, Financial Services, Portfolio Management, Trading Systems, Public Speaking, Networking, Employee Benefits, Report Writing, Property Management..., Brokertec, Electronic Markets, CBOT, Transaction Processing, Asset Management, FINRA, Money Market, Alternative Investments, Investment Banking, International, Compliance
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance/Marketing
Columbia University in the City of New York 1975 — 1979
BA, Political Science
St. Andrew Academy 1963 — 1975
Natalya Polushkin Natalya Polushkin's JP Morgan Securities Experience October 2013 - Present
Job Private Wealth Advisor at JP Morgan Securities
Industry Investment Management
Experience
JP Morgan Securities October 2013 - Present
Merrill Lynch 2009 - October 2013
BlackRock Financial Management 2003 - 2009
Skills
Equities, Wealth Management, Series 7, Hedge Funds, Investments, Wealth Management..., Alternative Investments, Fixed Income, Finance, Banking, Asset Management, Securities, Asset Allocation, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Financial Instruments & Markets
City University of New York-Brooklyn College 2002 — 2005
BS, Business Management and Finance
JP Morgan Securities October 2013 - Present
Merrill Lynch 2009 - October 2013
BlackRock Financial Management 2003 - 2009
Skills
Equities, Wealth Management, Series 7, Hedge Funds, Investments, Wealth Management..., Alternative Investments, Fixed Income, Finance, Banking, Asset Management, Securities, Asset Allocation, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Financial Instruments & Markets
City University of New York-Brooklyn College 2002 — 2005
BS, Business Management and Finance
Felix Shabashevich's JP Morgan Securities Experience May 2006 - August 2006
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management September 2008 - Present
Bear Stearns July 2007 - August 2008
JP Morgan Securities May 2006 - August 2006
JP Morgan Securities August 2001 - May 2006
Skills
Investment Banking, Credit Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Financial Modeling, Valuation, Derivatives, Portfolio Management, Corporate Finance, Private Equity, Investments, Venture Capital, Mergers, Bonds, Risk Management, Equity Derivatives, Quantitative Analytics, Investment Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Emphasis in Finance and Accounting
Pace University 1997 — 2001
BS, Computer Science
Oaktree Capital Management September 2008 - Present
Bear Stearns July 2007 - August 2008
JP Morgan Securities May 2006 - August 2006
JP Morgan Securities August 2001 - May 2006
Skills
Investment Banking, Credit Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Financial Modeling, Valuation, Derivatives, Portfolio Management, Corporate Finance, Private Equity, Investments, Venture Capital, Mergers, Bonds, Risk Management, Equity Derivatives, Quantitative Analytics, Investment Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Emphasis in Finance and Accounting
Pace University 1997 — 2001
BS, Computer Science
Vasu Vanam's JP Morgan Securities Experience November 1997 - October 1998
Job Vice President, Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo March 2014 - Present
Wells Fargo October 2004 - Present
Wells Fargo October 2004 - August 2009
Wells Fargo Bank Services March 2001 - October 2004
Accenture November 1998 - February 2001
SureWest Communications 1998 - 2001
JP Morgan Securities November 1997 - October 1998
J.P. Morgan Securities November 1997 - October 1998
CIRTS for General Electric Company June 1997 - October 1997
Skills
SDLC, Technology Management, Release Management, PowerBuilder, Software Quality..., Oracle PL/SQL..., ClearCase, Subversion, Unix Shell Scripting, Unix, Quality Assurance, Software Development, Requirements Analysis, Java Enterprise Edition, Oracle, Microsoft SQL Server, Integration, Websphere, PL/SQL, Requirements Gathering, Perl, Testing, Java, Sybase, User Acceptance Testing, PMO, Test Planning, SOA, Data Warehousing, Waterfall, Agile Methodologies, Architectures, Management, Software Project..., Vendor Management
Education
Osmania University 1991 — 1994
MCA, Computer Science
Kakatiya University 1990 — 1991
B.Ed, Education
Kakatiya University 1987 — 1990
B.Sc, Maths, Physics, Chemistry
Wells Fargo June 2015 - Present
Wells Fargo March 2014 - Present
Wells Fargo October 2004 - Present
Wells Fargo October 2004 - August 2009
Wells Fargo Bank Services March 2001 - October 2004
Accenture November 1998 - February 2001
SureWest Communications 1998 - 2001
JP Morgan Securities November 1997 - October 1998
J.P. Morgan Securities November 1997 - October 1998
CIRTS for General Electric Company June 1997 - October 1997
Skills
SDLC, Technology Management, Release Management, PowerBuilder, Software Quality..., Oracle PL/SQL..., ClearCase, Subversion, Unix Shell Scripting, Unix, Quality Assurance, Software Development, Requirements Analysis, Java Enterprise Edition, Oracle, Microsoft SQL Server, Integration, Websphere, PL/SQL, Requirements Gathering, Perl, Testing, Java, Sybase, User Acceptance Testing, PMO, Test Planning, SOA, Data Warehousing, Waterfall, Agile Methodologies, Architectures, Management, Software Project..., Vendor Management
Education
Osmania University 1991 — 1994
MCA, Computer Science
Kakatiya University 1990 — 1991
B.Ed, Education
Kakatiya University 1987 — 1990
B.Sc, Maths, Physics, Chemistry
Anoop Varghese's JP Morgan Securities Experience June 2005 - June 2007
Job Real Estate Investment Professional
Industry Real Estate
Experience
HomeLPC June 2012 - Present
Fir Tree Partners 2011 - 2011
GIC Real Estate July 2007 - June 2010
JP Morgan Securities June 2005 - June 2007
Skills
Valuation, Financial Modeling, Due Diligence, Entrepreneurship, Real Estate, Private Equity, Investments, Real Estate Economics, Corporate Finance, Asset Management, Venture Capital, Investment Banking, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Real Estate, Finance
Boston University - School of Management 2001 — 2005
BSBA, Finance
HomeLPC June 2012 - Present
Fir Tree Partners 2011 - 2011
GIC Real Estate July 2007 - June 2010
JP Morgan Securities June 2005 - June 2007
Skills
Valuation, Financial Modeling, Due Diligence, Entrepreneurship, Real Estate, Private Equity, Investments, Real Estate Economics, Corporate Finance, Asset Management, Venture Capital, Investment Banking, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Real Estate, Finance
Boston University - School of Management 2001 — 2005
BSBA, Finance
Anthony Bero's JP Morgan Securities Experience October 2013 - Present
Job Vice President at J.P. Morgan Securities
Industry Banking
Experience
JP Morgan Securities October 2013 - Present
J.P. Morgan Securities March 2010 - October 2013
JP Morgan Securities November 2004 - February 2010
JPMorgan Chase August 2003 - November 2004
Skills
Asset Management, Financial Analysis, Securitization, Financial Modeling, Capital Markets, Derivatives, Investment Banking, Fixed Income, Management, ABS, Banking, Finance, Investments, Financial Risk, Loans, Securities, Credit, Analysis, Portfolio Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
University of Utah - David Eccles School of Business 2000 — 2002
Finance, Finance
JP Morgan Securities October 2013 - Present
J.P. Morgan Securities March 2010 - October 2013
JP Morgan Securities November 2004 - February 2010
JPMorgan Chase August 2003 - November 2004
Skills
Asset Management, Financial Analysis, Securitization, Financial Modeling, Capital Markets, Derivatives, Investment Banking, Fixed Income, Management, ABS, Banking, Finance, Investments, Financial Risk, Loans, Securities, Credit, Analysis, Portfolio Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
University of Utah - David Eccles School of Business 2000 — 2002
Finance, Finance
Chris Shibutani's JP Morgan Securities Experience July 2005 - June 2007
Job Healthcare Equity Research
Industry Investment Management
Experience
Incredibly excited to provide an update soon September 2015 - Present
Pioneer Investments June 2014 - September 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
UBS Global Asset Management - A&Q/ O'Connor July 2007 - June 2013
JP Morgan Securities July 2005 - June 2007
J.P. Morgan September 2000 - June 2005
Chase H&Q September 1999 - September 2000
Hambrecht & Quist April 1998 - September 1999
Skills
Finance, Healthcare, Equity Research, Hedge Funds, Equity Valuation, Equities, Valuation, Portfolio Management, Asset Managment, Bloomberg, Financial Modeling, sell-side equity..., buy-side equity..., Investments, Asset Management, Private Equity, Investment Management, Alternative Investments, Corporate Finance, Investment Banking, Mutual Funds, Emerging Markets, Fixed Income, Sell Side, Capital Markets, Biotechnology
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, MBA
Columbia University College of Physicians and Surgeons 1985 — 1989
M.D., Medicine
Harvard University 1981 — 1985
Bachelor of Arts, Biology
Incredibly excited to provide an update soon September 2015 - Present
Pioneer Investments June 2014 - September 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
UBS Global Asset Management - A&Q/ O'Connor July 2007 - June 2013
JP Morgan Securities July 2005 - June 2007
J.P. Morgan September 2000 - June 2005
Chase H&Q September 1999 - September 2000
Hambrecht & Quist April 1998 - September 1999
Skills
Finance, Healthcare, Equity Research, Hedge Funds, Equity Valuation, Equities, Valuation, Portfolio Management, Asset Managment, Bloomberg, Financial Modeling, sell-side equity..., buy-side equity..., Investments, Asset Management, Private Equity, Investment Management, Alternative Investments, Corporate Finance, Investment Banking, Mutual Funds, Emerging Markets, Fixed Income, Sell Side, Capital Markets, Biotechnology
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, MBA
Columbia University College of Physicians and Surgeons 1985 — 1989
M.D., Medicine
Harvard University 1981 — 1985
Bachelor of Arts, Biology
Will Lahvic's JP Morgan Securities Experience August 2014 - Present
Job Ops Risk/Cntrl Analyst at Jp Morgan Securities
Industry Banking
Experience
Jp Morgan Securities August 2014 - Present
Jp Morgan Securities May 2007 - August 2014
Jp Morgan Securities February 2004 - May 2007
Jp Morgan Securities February 2003 - February 2004
JP Morgan Chase February 2002 - February 2003
Montana Gold Bread Co December 1994 - February 2002
Education
Illinois State University 1990 — 1994
Bachelor of Arts (B.A.), International Business
Jp Morgan Securities August 2014 - Present
Jp Morgan Securities May 2007 - August 2014
Jp Morgan Securities February 2004 - May 2007
Jp Morgan Securities February 2003 - February 2004
JP Morgan Chase February 2002 - February 2003
Montana Gold Bread Co December 1994 - February 2002
Education
Illinois State University 1990 — 1994
Bachelor of Arts (B.A.), International Business
William Schrader's JP Morgan Securities Experience 1998 - 2002
Job Director at BlackRock Financial Management
Industry Financial Services
Experience
BlackRock Financial Management 2002 - Present
JP Morgan Securities 1998 - 2002
William M. Mercer 1997 - 1998
T. Rowe Price Associates, Inc. 1996 - 1997
United States Marine Corps 1992 - 1995
Education
Webster University 1992 — 1995
MA, Business, Management
Salisbury University 1987 — 1991
BA, Political Science, History
BlackRock Financial Management 2002 - Present
JP Morgan Securities 1998 - 2002
William M. Mercer 1997 - 1998
T. Rowe Price Associates, Inc. 1996 - 1997
United States Marine Corps 1992 - 1995
Education
Webster University 1992 — 1995
MA, Business, Management
Salisbury University 1987 — 1991
BA, Political Science, History
Robert Maryott's JP Morgan Securities Experience June 1989 - August 1992
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital February 2004 - Present
JP Morgan Chase July 1994 - February 2004
Bear Stearns June 1993 - August 1993
JP Morgan Securities June 1989 - August 1992
Skills
FX, Capital Markets, Risk Management, Series 7, Derivatives, FX Options, Foreign Exchange, Fixed Income, Bonds, Banking, Options, Structured Products, Trading, Trading Systems, Financial Markets, Alternative Investments, Bloomberg
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Dickinson College
BA, Economics / Political Science
Barclays Capital February 2004 - Present
JP Morgan Chase July 1994 - February 2004
Bear Stearns June 1993 - August 1993
JP Morgan Securities June 1989 - August 1992
Skills
FX, Capital Markets, Risk Management, Series 7, Derivatives, FX Options, Foreign Exchange, Fixed Income, Bonds, Banking, Options, Structured Products, Trading, Trading Systems, Financial Markets, Alternative Investments, Bloomberg
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Dickinson College
BA, Economics / Political Science
Mihaela Zahariuc's JP Morgan Securities Experience 2007 - 2008
Job Consumer Analyst / Trader
Industry Financial Services
Experience
Lebenthal Lisanti Capital Growth 2012 - Present
William Blair & Company 2008 - 2012
JP Morgan Securities 2007 - 2008
Prudential Equity Group 2005 - 2007
Education
Columbia College Chicago 2003 — 2005
Masters
1997 — 2002
Bachelors
Lebenthal Lisanti Capital Growth 2012 - Present
William Blair & Company 2008 - 2012
JP Morgan Securities 2007 - 2008
Prudential Equity Group 2005 - 2007
Education
Columbia College Chicago 2003 — 2005
Masters
1997 — 2002
Bachelors
Ken Gustaitis, CFA's JP Morgan Securities Experience March 2015 - Present
Job at
Industry Financial Services
Experience
JP Morgan Securities March 2015 - Present
Deutsche Bank November 2009 - Present
UBS Wealth Management April 2007 - November 2009
GEFA August 2000 - September 2001
Skills
Series 7, Chartered Financial..., Asset Management, Series 63, Fixed Income, Equities, Mutual Funds, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Wealth Management, Alternative Investments, Hedge Funds, Derivatives, Financial Markets, Investment Strategies
Education
The University of Connecticut School of Business 2006 — 2009
MBA, Finance
Southern Connecticut State University 1997 — 2000
Bachelor of Science (BS), Finance, General
JP Morgan Securities March 2015 - Present
Deutsche Bank November 2009 - Present
UBS Wealth Management April 2007 - November 2009
GEFA August 2000 - September 2001
Skills
Series 7, Chartered Financial..., Asset Management, Series 63, Fixed Income, Equities, Mutual Funds, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Wealth Management, Alternative Investments, Hedge Funds, Derivatives, Financial Markets, Investment Strategies
Education
The University of Connecticut School of Business 2006 — 2009
MBA, Finance
Southern Connecticut State University 1997 — 2000
Bachelor of Science (BS), Finance, General
Dan Ryan's JP Morgan Securities Experience September 2011 - Present
Job Head of Business Development / National Sales at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities September 2011 - Present
UBS Wealth Management Americas September 1990 - June 2011
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance and International Business
Tulane University - A.B. Freeman School of Business 1983 — 1987
Bachelor of Science in Management, Finance
JP Morgan Securities September 2011 - Present
UBS Wealth Management Americas September 1990 - June 2011
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance and International Business
Tulane University - A.B. Freeman School of Business 1983 — 1987
Bachelor of Science in Management, Finance
Michael Pease's JP Morgan Securities Experience October 2009 - May 2011
Job President Table 21 Capital
Industry Financial Services
Experience
Table 21 Capital June 2011 - Present
JP Morgan Securities October 2009 - May 2011
Credit Suisse 2001 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2001
Skills
Hedge Funds, Asset Management, Investment Banking
Education
Northwestern University - Kellogg School of Management
Table 21 Capital June 2011 - Present
JP Morgan Securities October 2009 - May 2011
Credit Suisse 2001 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2001
Skills
Hedge Funds, Asset Management, Investment Banking
Education
Northwestern University - Kellogg School of Management
Travis Moss's JP Morgan Securities Experience March 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
JP Morgan Securities March 2009 - Present
Smith Barney June 2006 - February 2009
Banc of America Securities, LLC 1998 - 2007
Bank of America 1998 - 2007
Skills
Series 7, Portfolio Management, Financial Modeling, Equities, Financial Analysis, Credit Analysis, Valuation, Investments, Corporate Finance, Asset Managment, Due Diligence, Mergers, Series 63, Strategic Financial..., Financial Reporting, Insurance, Leveraged Finance, Capital Markets, Investment Banking, Accounting, Alternative Investments, Asset Allocation, Asset Management, Finance
Education
Oklahoma State University 1994 — 1998
Bachelor of Science (BS), Finance, International Business & Commercial Bank Management
JP Morgan Securities March 2009 - Present
Smith Barney June 2006 - February 2009
Banc of America Securities, LLC 1998 - 2007
Bank of America 1998 - 2007
Skills
Series 7, Portfolio Management, Financial Modeling, Equities, Financial Analysis, Credit Analysis, Valuation, Investments, Corporate Finance, Asset Managment, Due Diligence, Mergers, Series 63, Strategic Financial..., Financial Reporting, Insurance, Leveraged Finance, Capital Markets, Investment Banking, Accounting, Alternative Investments, Asset Allocation, Asset Management, Finance
Education
Oklahoma State University 1994 — 1998
Bachelor of Science (BS), Finance, International Business & Commercial Bank Management
Harry Burns's JP Morgan Securities Experience July 1997 - January 2001
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Aegis Funds March 2010 - August 2014
Longbow Research July 2008 - March 2009
Credit Suisse March 2001 - April 2008
JP Morgan Securities July 1997 - January 2001
Skills
Equity Research, Equities, Institutional Sales, Capital Markets, Institutional Investors, Small Cap, High Yield Bonds, Value Investing, Asset Managment, Mutual Funds, Asset Management, Investment Banking, Derivatives, Trading, Institutional..., Bonds, Hedge Funds, Fixed Income
Education
Fordham University 1992 — 1996
BS, Finance
Merrill Lynch August 2014 - Present
Aegis Funds March 2010 - August 2014
Longbow Research July 2008 - March 2009
Credit Suisse March 2001 - April 2008
JP Morgan Securities July 1997 - January 2001
Skills
Equity Research, Equities, Institutional Sales, Capital Markets, Institutional Investors, Small Cap, High Yield Bonds, Value Investing, Asset Managment, Mutual Funds, Asset Management, Investment Banking, Derivatives, Trading, Institutional..., Bonds, Hedge Funds, Fixed Income
Education
Fordham University 1992 — 1996
BS, Finance
Arthur Staub's JP Morgan Securities Experience 2001 - 2004
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2008 - Present
Banc of America Securities 2004 - 2008
JP Morgan Securities 2001 - 2004
Merrill Lynch & Co. 1997 - 2001
Lamont Financial Services Corporation 1992 - 1997
Skills
Enterprise Risk..., Capital Markets, Fixed Income, Financial Modeling, Series 7, Investment Banking, Derivatives, Structured Finance, Securities, Financial Structuring, Bonds, Structured Products, Portfolio Management, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - Columbia College 1978 — 1982
BA, Computer Science
Wells Fargo Securities 2008 - Present
Banc of America Securities 2004 - 2008
JP Morgan Securities 2001 - 2004
Merrill Lynch & Co. 1997 - 2001
Lamont Financial Services Corporation 1992 - 1997
Skills
Enterprise Risk..., Capital Markets, Fixed Income, Financial Modeling, Series 7, Investment Banking, Derivatives, Structured Finance, Securities, Financial Structuring, Bonds, Structured Products, Portfolio Management, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - Columbia College 1978 — 1982
BA, Computer Science
Charlotte (Salazar) Lloyd's JP Morgan Securities Experience 2000 - 2004
Job Underwriter III at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2012 - Present
Old Second National Bank July 2010 - May 2012
STC Capital Bank April 2006 - May 2010
JP Morgan Chase N.A. September 2004 - April 2006
JP Morgan Securities 2000 - 2004
JPMorgan 2000 - 2004
American National Bank 2000 - 2001
Education
Aarhus Universitet 1994 — 2000
JPMorgan Chase May 2012 - Present
Old Second National Bank July 2010 - May 2012
STC Capital Bank April 2006 - May 2010
JP Morgan Chase N.A. September 2004 - April 2006
JP Morgan Securities 2000 - 2004
JPMorgan 2000 - 2004
American National Bank 2000 - 2001
Education
Aarhus Universitet 1994 — 2000
Frank Roethel's JP Morgan Securities Experience July 1992 - July 1994
Job Regional Sales Director at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GlaxoSmithKline July 2011 - Present
Pfizer (formerly Wyeth) September 2009 - December 2009
Northern California/Pacific Northwest March 2007 - September 2009
California, Nevada and Arizona October 2005 - March 2007
California and Nevada October 2003 - October 2005
Wyeth December 2000 - October 2003
Wyeth April 1999 - December 2000
Wyeth May 1997 - April 1999
New York City July 1996 - May 1997
JP Morgan Securities July 1992 - July 1994
Skills
OB/GYN, Team Leadership, Sales Effectiveness, Rheumatology, Cardiology, Managed Care, Business Analysis, Sales Operations, Training, Business Development, Strategic Planning, Sales Management, Leadership, Coaching, Cross-functional Team..., Program Management, Marketing, Marketing Strategy, Budgets, Pharmaceutical Sales, Management, Immunology, Business Planning, Sales, Pharmaceutical Industry, Selling Skills, Internal Medicine, Product Launch, Hospital Sales, Executive Management, Strategy, Strategic Thinking, Oncology, Hospitals
Education
The University of Chicago 1994 — 1996
Master of Business Administration, Marketing and Health Services Administration
The University of Chicago 1994 — 1996
Marketing/Strategy
The University of Chicago Booth School of Business 1994 — 1996
C.W. POST UNIVERSITY
Master of Science Degree, Accounting
CW Post
Bachelor of Science Degree, Finance
GlaxoSmithKline July 2011 - Present
Pfizer (formerly Wyeth) September 2009 - December 2009
Northern California/Pacific Northwest March 2007 - September 2009
California, Nevada and Arizona October 2005 - March 2007
California and Nevada October 2003 - October 2005
Wyeth December 2000 - October 2003
Wyeth April 1999 - December 2000
Wyeth May 1997 - April 1999
New York City July 1996 - May 1997
JP Morgan Securities July 1992 - July 1994
Skills
OB/GYN, Team Leadership, Sales Effectiveness, Rheumatology, Cardiology, Managed Care, Business Analysis, Sales Operations, Training, Business Development, Strategic Planning, Sales Management, Leadership, Coaching, Cross-functional Team..., Program Management, Marketing, Marketing Strategy, Budgets, Pharmaceutical Sales, Management, Immunology, Business Planning, Sales, Pharmaceutical Industry, Selling Skills, Internal Medicine, Product Launch, Hospital Sales, Executive Management, Strategy, Strategic Thinking, Oncology, Hospitals
Education
The University of Chicago 1994 — 1996
Master of Business Administration, Marketing and Health Services Administration
The University of Chicago 1994 — 1996
Marketing/Strategy
The University of Chicago Booth School of Business 1994 — 1996
C.W. POST UNIVERSITY
Master of Science Degree, Accounting
CW Post
Bachelor of Science Degree, Finance
Dawn Rosquist's JP Morgan Securities Experience January 2002 - March 2007
Job Supervisory Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2012 - Present
Royal Bank of Scotland September 2011 - Present
Citadel Securities LLC September 2010 - August 2011
Royal Bank of Scotland April 2007 - September 2010
JP MORGAN SECURITIES January 2002 - March 2007
JPMorgan January 1999 - January 2002
JPMorgan December 1996 - January 1999
Morgan Stanley June 1994 - December 1996
Brigham Young University January 1990 - January 1994
Skills
Equity Research, Equities, Valuation, Securities, Editing, Fixed Income, Series 7
Education
NEW YORK INSTITUTE OF FINANCE 1995 — 1997
Brigham Young University 1991 — 1993
MA, Medieval Literature; Rhetoric
Brigham Young University 1985 — 1991
BA, English; German
Barclays Investment Bank May 2012 - Present
Royal Bank of Scotland September 2011 - Present
Citadel Securities LLC September 2010 - August 2011
Royal Bank of Scotland April 2007 - September 2010
JP MORGAN SECURITIES January 2002 - March 2007
JPMorgan January 1999 - January 2002
JPMorgan December 1996 - January 1999
Morgan Stanley June 1994 - December 1996
Brigham Young University January 1990 - January 1994
Skills
Equity Research, Equities, Valuation, Securities, Editing, Fixed Income, Series 7
Education
NEW YORK INSTITUTE OF FINANCE 1995 — 1997
Brigham Young University 1991 — 1993
MA, Medieval Literature; Rhetoric
Brigham Young University 1985 — 1991
BA, English; German
Peter Castelli's JP Morgan Securities Experience September 1999 - Present
Job Vice President Floor Broker at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities September 1999 - Present
The New York Stock Exchange 1979 - Present
Deutsche Bank February 1981 - November 1999
Skills
Equities, Securities
Education
St. Francis College
JP Morgan Securities September 1999 - Present
The New York Stock Exchange 1979 - Present
Deutsche Bank February 1981 - November 1999
Skills
Equities, Securities
Education
St. Francis College
Arlene Levy's JP Morgan Securities Experience March 2008 - Present
Job VP of JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities March 2008 - Present
Bear Stearns July 2004 - March 2008
Education
City University of New York-Brooklyn College
JP Morgan Securities March 2008 - Present
Bear Stearns July 2004 - March 2008
Education
City University of New York-Brooklyn College
Rafaelina Lee's JP Morgan Securities Experience 1997 - 1998
Job Portfolio Manager / Managing Director at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management 1999 - Present
JP Morgan Securities 1997 - 1998
UBS 1995 - 1997
Goldman Sachs 1986 - 1995
Skills
Equities, Economics, Alternative Investments, Asset Managment, Portfolio Management, Trading, Investments, Emerging Markets, Valuation, Commodity, Private Equity, Capital Markets, Financial Modeling, Investor Relations, Hedge Funds, Equity Research, Derivatives, Fixed Income, Bloomberg, Equity Valuation, Asset Management, Investment Management, Financial Markets, Asset Allocation, Investment Strategies
Education
Columbia University in the City of New York
B.A., Mathematical Statistics
New York University - Leonard N. Stern School of Business
MBA, Finance
Deutsche Asset Management 1999 - Present
JP Morgan Securities 1997 - 1998
UBS 1995 - 1997
Goldman Sachs 1986 - 1995
Skills
Equities, Economics, Alternative Investments, Asset Managment, Portfolio Management, Trading, Investments, Emerging Markets, Valuation, Commodity, Private Equity, Capital Markets, Financial Modeling, Investor Relations, Hedge Funds, Equity Research, Derivatives, Fixed Income, Bloomberg, Equity Valuation, Asset Management, Investment Management, Financial Markets, Asset Allocation, Investment Strategies
Education
Columbia University in the City of New York
B.A., Mathematical Statistics
New York University - Leonard N. Stern School of Business
MBA, Finance
Robert Hecht's JP Morgan Securities Experience 2007 - 2008
Job at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein December 2010 - Present
Deutsche Bank September 2008 - November 2010
JP Morgan Securities 2007 - 2008
ITG 2003 - 2007
Societe Generale 1998 - 2001
Skills
Equities, Portfolio Management, Electronic Trading, Trading Systems, Equity Trading, Hedge Funds, Bloomberg, Capital Markets, Trading, Derivatives, Series 7, Financial Markets, Options, Equity Derivatives, Series 63, Alternative Investments, ETFs, Asset Managment, Series 24
Education
University at Albany, SUNY 1986 — 1990
BA, Economics
Sanford C. Bernstein December 2010 - Present
Deutsche Bank September 2008 - November 2010
JP Morgan Securities 2007 - 2008
ITG 2003 - 2007
Societe Generale 1998 - 2001
Skills
Equities, Portfolio Management, Electronic Trading, Trading Systems, Equity Trading, Hedge Funds, Bloomberg, Capital Markets, Trading, Derivatives, Series 7, Financial Markets, Options, Equity Derivatives, Series 63, Alternative Investments, ETFs, Asset Managment, Series 24
Education
University at Albany, SUNY 1986 — 1990
BA, Economics
Peter Lally's JP Morgan Securities Experience December 1998 - Present
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities December 1998 - Present
Smith Barney 1988 - 1998
William Blair & Company 1985 - 1988
Skills
Series 7, Sell Side, Series 63, Fixed Income, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Acc
John Cook School of Business at Saint Louis University
Bachelor of Science (BS), Accounting
Loyola Academy
JP Morgan Securities December 1998 - Present
Smith Barney 1988 - 1998
William Blair & Company 1985 - 1988
Skills
Series 7, Sell Side, Series 63, Fixed Income, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Acc
John Cook School of Business at Saint Louis University
Bachelor of Science (BS), Accounting
Loyola Academy
Betsy Comerford's JP Morgan Securities Experience January 2001 - Present
Job Managing Director at JPM Securities
Industry Financial Services
Experience
JP Morgan Securities January 2001 - Present
Education
Georgetown University
BSBA, Business
JP Morgan Securities January 2001 - Present
Education
Georgetown University
BSBA, Business
Traci Houpt's JP Morgan Securities Experience April 2002 - June 2015
Job .
Industry Executive Office
Experience
JP Morgan Securities April 2002 - June 2015
Meregrass, Inc. April 2002 - June 2015
Affiliated Computer Services 1997 - 2002
Skills
Charter, Customer Service, Event Planning, Falcon, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Sales, Social Media Marketing, Team Building, Strategic Planning
Education
Stephen F. Austin State University
Business Management
JP Morgan Securities April 2002 - June 2015
Meregrass, Inc. April 2002 - June 2015
Affiliated Computer Services 1997 - 2002
Skills
Charter, Customer Service, Event Planning, Falcon, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Sales, Social Media Marketing, Team Building, Strategic Planning
Education
Stephen F. Austin State University
Business Management
Godfrey Powell, Jr's JP Morgan Securities Experience August 2000 - September 2002
Job Director & General Manager, Business Development, Operations & Content Strategy
Industry Consumer Services
Experience
Samsung Electronics November 2013 - Present
Samsung Electronics November 2012 - December 2013
Samsung Electronics September 2010 - October 2012
Starz Entertainment November 2009 - May 2010
Accrue Sports and Entertainment Ventures, LLC (VC firm) 2008 - 2009
Marvel Entertainment May 2004 - August 2008
Carmichael Films (Start-up) November 2002 - May 2004
JP MORGAN SECURITIES August 2000 - September 2002
JPMorgan Chase 1998 - 2000
Skills
Cross-functional Team..., Business Development, Mobile Devices, Strategy, Digital Media, Strategic Partnerships, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Project Management, Entrepreneurship, Financial Analysis, Venture Capital, Social Media, Business Strategy, Mergers, Analysis, Sales, Product Marketing, Analytics, Negotiation, New Business Development, Product Development, Corporate Finance, Program Management, Private Equity, Budgets, Executive Management, Investments, Corporate Development, Finance, Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Specializations in Entertainment, Media & Technology, Strategy and Marketing
University of Georgia - Terry College of Business
Bachelor of Business Administration, Finance & Management Information Systems
Riverwood High School
Samsung Electronics November 2013 - Present
Samsung Electronics November 2012 - December 2013
Samsung Electronics September 2010 - October 2012
Starz Entertainment November 2009 - May 2010
Accrue Sports and Entertainment Ventures, LLC (VC firm) 2008 - 2009
Marvel Entertainment May 2004 - August 2008
Carmichael Films (Start-up) November 2002 - May 2004
JP MORGAN SECURITIES August 2000 - September 2002
JPMorgan Chase 1998 - 2000
Skills
Cross-functional Team..., Business Development, Mobile Devices, Strategy, Digital Media, Strategic Partnerships, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Project Management, Entrepreneurship, Financial Analysis, Venture Capital, Social Media, Business Strategy, Mergers, Analysis, Sales, Product Marketing, Analytics, Negotiation, New Business Development, Product Development, Corporate Finance, Program Management, Private Equity, Budgets, Executive Management, Investments, Corporate Development, Finance, Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Specializations in Entertainment, Media & Technology, Strategy and Marketing
University of Georgia - Terry College of Business
Bachelor of Business Administration, Finance & Management Information Systems
Riverwood High School
Curt Lucas's JP Morgan Securities Experience February 2010 - February 2014
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. February 2014 - Present
JP Morgan Securities February 2010 - February 2014
Chase Bank 2009 - 2010
Chase Bank 2006 - 2009
Education
Calvin College 2000 — 2004
JP Morgan Chase Bank, N.A. February 2014 - Present
JP Morgan Securities February 2010 - February 2014
Chase Bank 2009 - 2010
Chase Bank 2006 - 2009
Education
Calvin College 2000 — 2004
Gary Wallberg CFP's JP Morgan Securities Experience December 2011 - Present
Job Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities December 2011 - Present
Allstate Financial January 2006 - January 2012
Allstate Financial January 2007 - September 2008
Enterprise Funds 2004 - 2005
Sequoia Financial Group 2003 - 2004
Scudder Investments 2000 - 2003
Kemper 1998 - 2003
Education
University of Illinois at Urbana-Champaign 1979 — 1984
BSME, Mechanical Engineering
JP Morgan Securities December 2011 - Present
Allstate Financial January 2006 - January 2012
Allstate Financial January 2007 - September 2008
Enterprise Funds 2004 - 2005
Sequoia Financial Group 2003 - 2004
Scudder Investments 2000 - 2003
Kemper 1998 - 2003
Education
University of Illinois at Urbana-Champaign 1979 — 1984
BSME, Mechanical Engineering
Richard Waldman's JP Morgan Securities Experience 1990 - 2004
Job Senior Vice President Large Corporate Banking at Huntington National Bank
Industry Banking
Experience
Huntington National Bank 2011 - Present
Key Banc Capital Markets 2005 - 2009
JP Morgan Securities 1990 - 2004
First National Bank of Chicago 1988 - 1989
Skills
Capital Markets, Corporate Finance, Investment Banking, Fixed Income, Portfolio Management, Relationship Management, Treasury Management, Financial Services, Banking, Finance, Mergers & Acquisitions, Derivatives, Bonds, Credit, Equities, Financial Analysis, Credit Analysis, Investment Management, Loans, Interest Rate..., Structured Finance, Securities, Investments, Leveraged Finance
Education
Boston University
BA, Economics
The University of Chicago Booth School of Business
MBA, Finance
Huntington National Bank 2011 - Present
Key Banc Capital Markets 2005 - 2009
JP Morgan Securities 1990 - 2004
First National Bank of Chicago 1988 - 1989
Skills
Capital Markets, Corporate Finance, Investment Banking, Fixed Income, Portfolio Management, Relationship Management, Treasury Management, Financial Services, Banking, Finance, Mergers & Acquisitions, Derivatives, Bonds, Credit, Equities, Financial Analysis, Credit Analysis, Investment Management, Loans, Interest Rate..., Structured Finance, Securities, Investments, Leveraged Finance
Education
Boston University
BA, Economics
The University of Chicago Booth School of Business
MBA, Finance
Thomas Kostal's JP Morgan Securities Experience 2000 - 2008
Job Business Development Officer, Global Financial Institutions at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Allstate Insurance 2011 - August 2012
Allstate Insurance 2008 - 2011
JP Morgan Securities 2000 - 2008
Societe Generale May 1999 - August 1999
Accenture 1995 - 1998
Skills
Corporate Finance, Corporate Treasury, Capital Markets, Capital Structure, Rating Agency Management, People Development, Bank Relationship..., Real Estate, Insurance
Education
Thunderbird School of Global Management 1998 — 2000
MBA
University of Illinois at Urbana-Champaign 1991 — 1995
B.A., International Business
Wells Fargo February 2013 - Present
Allstate Insurance 2011 - August 2012
Allstate Insurance 2008 - 2011
JP Morgan Securities 2000 - 2008
Societe Generale May 1999 - August 1999
Accenture 1995 - 1998
Skills
Corporate Finance, Corporate Treasury, Capital Markets, Capital Structure, Rating Agency Management, People Development, Bank Relationship..., Real Estate, Insurance
Education
Thunderbird School of Global Management 1998 — 2000
MBA
University of Illinois at Urbana-Champaign 1991 — 1995
B.A., International Business
Keith Wile, ChFC's JP Morgan Securities Experience May 2012 - Present
Job Brokerage Principal with Seres 4,7,24,53 & 66 licenses
Industry Financial Services
Experience
JP Morgan Securities May 2012 - Present
Nationwide Financial May 2008 - May 2012
Nationwide Financial February 2006 - May 2008
BISYS / CITI September 2003 - December 2005
Skills
Mutual Funds, Securities, Financial Services, FINRA, Options, Trading, Training, Series 7, Investments, Series 63, Financial Planning, Retirement Planning, Retirement, Financial Analysis, Asset Management, Relationship Management, 401k, Series 24, Process Improvement, IRAs, Microsoft Office, Fixed Income, Asset Allocation, Equities, Portfolio Management, Derivatives, Alternative Investments, Wealth Management, Bonds, Investment Strategies, Financial Risk, Valuation, Financial Markets
Education
The Ohio State University 1997 — 2002
Bachelors, Mathematics
JP Morgan Securities May 2012 - Present
Nationwide Financial May 2008 - May 2012
Nationwide Financial February 2006 - May 2008
BISYS / CITI September 2003 - December 2005
Skills
Mutual Funds, Securities, Financial Services, FINRA, Options, Trading, Training, Series 7, Investments, Series 63, Financial Planning, Retirement Planning, Retirement, Financial Analysis, Asset Management, Relationship Management, 401k, Series 24, Process Improvement, IRAs, Microsoft Office, Fixed Income, Asset Allocation, Equities, Portfolio Management, Derivatives, Alternative Investments, Wealth Management, Bonds, Investment Strategies, Financial Risk, Valuation, Financial Markets
Education
The Ohio State University 1997 — 2002
Bachelors, Mathematics
John Tarsha's JP Morgan Securities Experience August 2004 - September 2008
Job Chief Investment Officer at Kingsmoor Capital
Industry Investment Banking
Experience
Kingsmoor Capital November 2008 - Present
JP Morgan Securities August 2004 - September 2008
FTN Financial November 2002 - August 2004
Banc of America Securities, Inc. April 1994 - October 2002
Continental Bank June 1983 - April 1994
Education
The George Washington University - School of Business 1981 — 1983
MBA, International finance and marketing
University of Toledo 1977 — 1981
BBA, Finance and marketing
Kingsmoor Capital November 2008 - Present
JP Morgan Securities August 2004 - September 2008
FTN Financial November 2002 - August 2004
Banc of America Securities, Inc. April 1994 - October 2002
Continental Bank June 1983 - April 1994
Education
The George Washington University - School of Business 1981 — 1983
MBA, International finance and marketing
University of Toledo 1977 — 1981
BBA, Finance and marketing
Jerry Kokal's JP Morgan Securities Experience 1992 - 2008
Job Managing Director at US Bancorp Investments
Industry Investment Banking
Experience
U.S. Bancorp Investments, Inc. July 2009 - Present
JP Morgan Securities 1992 - 2008
Bank One 1998 - 2004
First Chicago Capital Markets 1992 - 1995
KPMG 1985 - 1990
Skills
Capital Markets, Portfolio Management, Financial Analysis, Asset Management, Due Diligence, Private Placements, Structured Finance, Corporate Finance, Financial Structuring, Financial Modeling, Bonds, Investment Banking, Fixed Income, Valuation, Investments, Securities, Restructuring, Credit Analysis
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Accounting
U.S. Bancorp Investments, Inc. July 2009 - Present
JP Morgan Securities 1992 - 2008
Bank One 1998 - 2004
First Chicago Capital Markets 1992 - 1995
KPMG 1985 - 1990
Skills
Capital Markets, Portfolio Management, Financial Analysis, Asset Management, Due Diligence, Private Placements, Structured Finance, Corporate Finance, Financial Structuring, Financial Modeling, Bonds, Investment Banking, Fixed Income, Valuation, Investments, Securities, Restructuring, Credit Analysis
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Accounting
Antoinette Boyd's JP Morgan Securities Experience January 2000 - January 2003
Job Compliance Analyst
Industry Financial Services
Experience
JP MORGAN CHASE & CO January 2008 - Present
JP Morgan Securities January 2000 - January 2003
Bear Stearns and Co. Inc January 1997 - January 2000
Northern Trust January 1994 - January 1997
NORTHERN TRUST COMPANY January 1986 - January 1997
Skills
@Risk, FINRA, Series 63, Series 7, Securities, Series 6, Mutual Funds, Equities, Operational Risk, Fixed Income, Operational Risk..., Settlement, Hedge Funds, Financial Risk, Financial Services, Derivatives, Banking, Bloomberg, Loans, Credit
Education
Olive-Harvey College
South Suburban College
The Union Institute
degree, Industrial Organizational Psychology
JP MORGAN CHASE & CO January 2008 - Present
JP Morgan Securities January 2000 - January 2003
Bear Stearns and Co. Inc January 1997 - January 2000
Northern Trust January 1994 - January 1997
NORTHERN TRUST COMPANY January 1986 - January 1997
Skills
@Risk, FINRA, Series 63, Series 7, Securities, Series 6, Mutual Funds, Equities, Operational Risk, Fixed Income, Operational Risk..., Settlement, Hedge Funds, Financial Risk, Financial Services, Derivatives, Banking, Bloomberg, Loans, Credit
Education
Olive-Harvey College
South Suburban College
The Union Institute
degree, Industrial Organizational Psychology
Clancy Buckler's JP Morgan Securities Experience January 2005 - September 2012
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
JP Morgan Securities January 2005 - September 2012
Financial Network Associates July 2000 - December 2004
Fulton County Board of Education (Riverwood High School) August 1998 - July 2000
The Buckler Group, Inc. February 1992 - August 1998
Cox In-Store Media, Inc. January 1987 - February 1992
Skills
Conflict Resolution, Helping Clients Succeed, Client Liaison, Portfolio Management, Financial Analysis, Securities License, Life & Health Insurance..., Wealth Management..., High Net Worth..., Strategic Financial..., Microsoft Office, Close Attention to..., Small Business, Financial Advisory, Financial Services, Fixed Annuities
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Marketing
Oglethorpe University
Certified Financial Planner Program Certificate
Merrill Lynch May 2013 - Present
JP Morgan Securities January 2005 - September 2012
Financial Network Associates July 2000 - December 2004
Fulton County Board of Education (Riverwood High School) August 1998 - July 2000
The Buckler Group, Inc. February 1992 - August 1998
Cox In-Store Media, Inc. January 1987 - February 1992
Skills
Conflict Resolution, Helping Clients Succeed, Client Liaison, Portfolio Management, Financial Analysis, Securities License, Life & Health Insurance..., Wealth Management..., High Net Worth..., Strategic Financial..., Microsoft Office, Close Attention to..., Small Business, Financial Advisory, Financial Services, Fixed Annuities
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Marketing
Oglethorpe University
Certified Financial Planner Program Certificate
Edie Markey's JP Morgan Securities Experience 1987 - 1992
Job Vice President Business Support
Industry Financial Services
Experience
Genomic Health June 2008 - November 2008
Valentis, Inc. 2004 - 2007
JP Morgan Chase 2000 - 2002
JP Morgan 1992 - 2000
JP Morgan Securities 1987 - 1992
Education
University of California, Berkeley 2008 — 2010
Certificate, Human Resources Management
University of Scranton 1974 — 1978
BS, Accounting
Genomic Health June 2008 - November 2008
Valentis, Inc. 2004 - 2007
JP Morgan Chase 2000 - 2002
JP Morgan 1992 - 2000
JP Morgan Securities 1987 - 1992
Education
University of California, Berkeley 2008 — 2010
Certificate, Human Resources Management
University of Scranton 1974 — 1978
BS, Accounting
Faith Danzey's JP Morgan Securities Experience Filing in Operation Listen to Neal Bortz..lolPrudential Securities1997 - 1998
Job Registered Sales Assistant at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities Filing in Operation Listen to Neal Bortz..lolPrudential Securities1997 - 1998
Education
Onondaga Community College 1989 — 1991
JP Morgan Securities Filing in Operation Listen to Neal Bortz..lolPrudential Securities1997 - 1998
Education
Onondaga Community College 1989 — 1991
Shelley Richardson's JP Morgan Securities Experience August 1985 - July 1998
Job MFT at MFT in private practice
Industry Mental Health Care
Experience
MFT in private practice March 2010 - Present
New Perspectives Center for Counseling January 2007 - March 2010
San Francisco Unified School District August 2007 - June 2008
Sutter Visiting Nurses and Hospice September 2004 - June 2007
Northern Trust January 1999 - May 2000
JP Morgan Securities August 1985 - July 1998
Skills
Psychotherapy, Mindfulness, Life Transitions, Counseling Psychology, Adults, Group Therapy, Mental Health Counseling, Mental Health, Self-esteem, Adolescents, Psychology, Treatment, Anger Management, Play Therapy, Chemical Dependency, Stress, Compassion, Grief Counseling, DBT, Therapists, Healing, EMDR, Art Therapy, Crisis Intervention, Chronic Illness, Personal Development, Stress Management, Clinical Supervision, Young Adults
Education
Pacifica Graduate Institute 2003 — 2006
Masters, Counseling Psychology
Johns Hopkins SAIS 1983 — 1985
M.A., International Relations
University of California, Berkeley 1977 — 1981
A.B., Economics
MFT in private practice March 2010 - Present
New Perspectives Center for Counseling January 2007 - March 2010
San Francisco Unified School District August 2007 - June 2008
Sutter Visiting Nurses and Hospice September 2004 - June 2007
Northern Trust January 1999 - May 2000
JP Morgan Securities August 1985 - July 1998
Skills
Psychotherapy, Mindfulness, Life Transitions, Counseling Psychology, Adults, Group Therapy, Mental Health Counseling, Mental Health, Self-esteem, Adolescents, Psychology, Treatment, Anger Management, Play Therapy, Chemical Dependency, Stress, Compassion, Grief Counseling, DBT, Therapists, Healing, EMDR, Art Therapy, Crisis Intervention, Chronic Illness, Personal Development, Stress Management, Clinical Supervision, Young Adults
Education
Pacifica Graduate Institute 2003 — 2006
Masters, Counseling Psychology
Johns Hopkins SAIS 1983 — 1985
M.A., International Relations
University of California, Berkeley 1977 — 1981
A.B., Economics
Ben Roth's JP Morgan Securities Experience July 1996 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan Securities July 1996 - Present
Bear Stearns July 1996 - June 2008
Skills
Wealth, Wealth Management, Securities, Financial Services
Education
Kansas State University 1968 — 1972
BS, History, Mass Communications
JP Morgan Securities July 1996 - Present
Bear Stearns July 1996 - June 2008
Skills
Wealth, Wealth Management, Securities, Financial Services
Education
Kansas State University 1968 — 1972
BS, History, Mass Communications
Anna Farzam's JP Morgan Securities Experience January 2015 - Present
Job Client Associate at JP Morgan securities
Industry Investment Banking
Experience
JP Morgan Securities January 2015 - Present
JP Morgan Chase Bank, N.A. November 2011 - December 2013
Chase Investment Services Corp. June 2011 - October 2011
JPMorgan Chase March 2010 - May 2011
Wells Fargo Bank April 2007 - September 2009
Bank of America May 2005 - April 2007
Education
California State University-Northridge 2007 — 2009
BS, Business Finance and Real Estate
JP Morgan Securities January 2015 - Present
JP Morgan Chase Bank, N.A. November 2011 - December 2013
Chase Investment Services Corp. June 2011 - October 2011
JPMorgan Chase March 2010 - May 2011
Wells Fargo Bank April 2007 - September 2009
Bank of America May 2005 - April 2007
Education
California State University-Northridge 2007 — 2009
BS, Business Finance and Real Estate
James M. Wolfsberg's JP Morgan Securities Experience August 1987 - Present
Job Managing Director at JPMorgan Securities
Industry Financial Services
Experience
United Way of Massachusetts Bay Investment Committee September 2000 - Present
JP Morgan Securities August 1987 - Present
Bear Stearns & Company August 1987 - March 2008
Education
College of the Holy Cross 1980 — 1984
BA, Economics
College of the Holy Cross 1980 — 1984
Bachelor of Arts (B.A.), Economics
United Way of Massachusetts Bay Investment Committee September 2000 - Present
JP Morgan Securities August 1987 - Present
Bear Stearns & Company August 1987 - March 2008
Education
College of the Holy Cross 1980 — 1984
BA, Economics
College of the Holy Cross 1980 — 1984
Bachelor of Arts (B.A.), Economics
Camille Giani's JP Morgan Securities Experience November 2008 - Present
Job Head of Client Service Group at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities November 2008 - Present
Lehman Brothers July 2004 - November 2008
Skills
Fixed Income, Capital Markets
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Summa Cum Laude
JP Morgan Securities November 2008 - Present
Lehman Brothers July 2004 - November 2008
Skills
Fixed Income, Capital Markets
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Summa Cum Laude
Jordan Hart's JP Morgan Securities Experience July 2014 - September 2014
Job Newlio
Industry Market Research
Experience
Newlio September 2014 - Present
JP Morgan Securities July 2014 - September 2014
Hilton Capital Management December 2010 - July 2014
Rafferty Capital July 2009 - December 2010
New York Islanders August 2006 - June 2009
Skills
Marketing, Microsoft Excel, Sales, Salesforce.com, Social Media, Social Media Marketing, Sports, Sports Marketing, Marketing Strategy, Leadership
Education
Hofstra University 2009 — 2010
Merrimack College 2004 — 2006
Political Science
Suffield Academy 2000 — 2002
Salisbury Prep School 1997 — 2000
CSH
Newlio September 2014 - Present
JP Morgan Securities July 2014 - September 2014
Hilton Capital Management December 2010 - July 2014
Rafferty Capital July 2009 - December 2010
New York Islanders August 2006 - June 2009
Skills
Marketing, Microsoft Excel, Sales, Salesforce.com, Social Media, Social Media Marketing, Sports, Sports Marketing, Marketing Strategy, Leadership
Education
Hofstra University 2009 — 2010
Merrimack College 2004 — 2006
Political Science
Suffield Academy 2000 — 2002
Salisbury Prep School 1997 — 2000
CSH
Brian Cavanaugh's JP Morgan Securities Experience 1985 - 1993
Job President & Founder, Klox Inc.
Industry Computer Software
Experience
Klox, Inc. December 2010 - Present
Medley Capital LLC 2006 - December 2010
Cavanaugh Consulting LLC 1998 - 2006
LTC Consulting 2002 - 2004
BT Alex. Brown 1993 - 1998
JP Morgan Securities 1985 - 1993
Skills
Capital Markets, Portfolio Management, Finance, Strategy, Investment Banking, Hedge Funds, Start-ups, Private Equity, Outsourcing, SaaS, Executive Management, Investment Management, Corporate Law, Fixed Income, Venture Capital
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance/Accounting
The College of Wooster 1979 — 1983
BA, Economics
Klox, Inc. December 2010 - Present
Medley Capital LLC 2006 - December 2010
Cavanaugh Consulting LLC 1998 - 2006
LTC Consulting 2002 - 2004
BT Alex. Brown 1993 - 1998
JP Morgan Securities 1985 - 1993
Skills
Capital Markets, Portfolio Management, Finance, Strategy, Investment Banking, Hedge Funds, Start-ups, Private Equity, Outsourcing, SaaS, Executive Management, Investment Management, Corporate Law, Fixed Income, Venture Capital
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance/Accounting
The College of Wooster 1979 — 1983
BA, Economics
Charlotte Barreda's JP Morgan Securities Experience 2013 - Present
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities 2013 - Present
JP Morgan 2010 - 2013
J.P. Morgan 2008 - 2009
J.P. Morgan 2006 - 2008
Bear Stearns 2004 - 2006
Bear Stearns & Co 2001 - 2004
Bear Stearns & Co. 1998 - 2001
Skills
Equities, Fixed Income, Investments, Financial Services, Securities, Employee Relations, Trading Systems, AML, Onboarding, High Net Worth..., Investment Advisory
Education
New York University
Certificate, Learning and Training Development
Schiller University 1988 — 1989
German Language
Rutgers University-New Brunswick
BS in Political Science and BA in German Language, Arts and Sciences
JP Morgan Securities 2013 - Present
JP Morgan 2010 - 2013
J.P. Morgan 2008 - 2009
J.P. Morgan 2006 - 2008
Bear Stearns 2004 - 2006
Bear Stearns & Co 2001 - 2004
Bear Stearns & Co. 1998 - 2001
Skills
Equities, Fixed Income, Investments, Financial Services, Securities, Employee Relations, Trading Systems, AML, Onboarding, High Net Worth..., Investment Advisory
Education
New York University
Certificate, Learning and Training Development
Schiller University 1988 — 1989
German Language
Rutgers University-New Brunswick
BS in Political Science and BA in German Language, Arts and Sciences
Daniel Bernier's JP Morgan Securities Experience May 2014 - Present
Job Supervision Manager at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities November 2013 - May 2014
JP Morgan Securities November 2012 - December 2013
J.P. Morgan Securities July 2010 - November 2012
Fidelity Investments March 2009 - July 2010
Fidelity Investments November 2007 - March 2009
City of Fairfield June 2007 - September 2007
Education
Miami University 2003 — 2007
BA, Public Administration
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities November 2013 - May 2014
JP Morgan Securities November 2012 - December 2013
J.P. Morgan Securities July 2010 - November 2012
Fidelity Investments March 2009 - July 2010
Fidelity Investments November 2007 - March 2009
City of Fairfield June 2007 - September 2007
Education
Miami University 2003 — 2007
BA, Public Administration
Timothy Finnegan's JP Morgan Securities Experience 1998 - 2014
Job Risk Management/Branch Supervision/Compliance Executive
Industry Financial Services
Experience
JP Morgan Asset Management 2014 - 2015
JP Morgan Global Wealth Management 2013 - 2014
JP Morgan Securities 1998 - 2014
Donaldson Lufkin & Jenrette September 1994 - May 1998
Glickenhaus & Co. March 1993 - May 1994
Skills
Securities, Series 7, Equities, Financial Risk, Hedge Funds, Spanish, Risk Management, Capital Markets, Portfolio Management, Investment Management, Fixed Income, Banking, Management, Options, Private Banking, Leadership, Analysis, Wealth Management, Branch Supervision, Compliance
Education
Muhlenberg College 1984 — 1988
BA, Communications/Economics
JP Morgan Asset Management 2014 - 2015
JP Morgan Global Wealth Management 2013 - 2014
JP Morgan Securities 1998 - 2014
Donaldson Lufkin & Jenrette September 1994 - May 1998
Glickenhaus & Co. March 1993 - May 1994
Skills
Securities, Series 7, Equities, Financial Risk, Hedge Funds, Spanish, Risk Management, Capital Markets, Portfolio Management, Investment Management, Fixed Income, Banking, Management, Options, Private Banking, Leadership, Analysis, Wealth Management, Branch Supervision, Compliance
Education
Muhlenberg College 1984 — 1988
BA, Communications/Economics
Don Benson's JP Morgan Securities Experience October 1994 - May 2011
Job Managing Director at JP Morgan Chase Bank
Industry Investment Banking
Experience
JP Morgan Chase Bank May 2011 - Present
JP Morgan Securities October 1994 - May 2011
Scotiabank August 1989 - October 1994
Education
Emory University 1980 — 1984
Bachelor's Degree, Economics and History
University of Virginia Darden School of Business
Master of Business Administration (M.B.A.), Finance
JP Morgan Chase Bank May 2011 - Present
JP Morgan Securities October 1994 - May 2011
Scotiabank August 1989 - October 1994
Education
Emory University 1980 — 1984
Bachelor's Degree, Economics and History
University of Virginia Darden School of Business
Master of Business Administration (M.B.A.), Finance
Richard Devine's JP Morgan Securities Experience March 2008 - December 2014
Job Managing Director at Quattuor Capital Partners of Raymond James & Associates,Inc.
Industry Financial Services
Experience
Quattuor Capital Partners of Raymond James & Associates,Inc. December 2014 - Present
JP Morgan Securities March 2008 - December 2014
Bear Stearns September 2003 - March 2008
Oppenheimer & Co October 1987 - September 2003
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Private Equity, Securities, Mergers & Acquisitions, Finance, Investments, Series 7, Financial Markets, Separately Managed..., Investment Banking, Financial Services, Capital Markets, Asset Allocation, Asset Management, Emerging Markets, Investment Management, Series 63, Mutual Funds, Portfolio Management, Investment Strategies, Mergers, Due Diligence, Options, Financial Modeling, Risk Management, Wealth Management, Derivatives, ETFs, Series 24, 401k, Corporate Finance, Fund Of Funds, Prime Brokerage, Equity Trading, Investment Advisory, Trading, High Net Worth..., Hedging, Venture Capital, Trading Systems, Valuation, Strategic Financial..., Series 65, IPO, FINRA, Business Valuation, Wealth
Education
St. Francis College 1980 — 1982
St. Francis College
Quattuor Capital Partners of Raymond James & Associates,Inc. December 2014 - Present
JP Morgan Securities March 2008 - December 2014
Bear Stearns September 2003 - March 2008
Oppenheimer & Co October 1987 - September 2003
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Private Equity, Securities, Mergers & Acquisitions, Finance, Investments, Series 7, Financial Markets, Separately Managed..., Investment Banking, Financial Services, Capital Markets, Asset Allocation, Asset Management, Emerging Markets, Investment Management, Series 63, Mutual Funds, Portfolio Management, Investment Strategies, Mergers, Due Diligence, Options, Financial Modeling, Risk Management, Wealth Management, Derivatives, ETFs, Series 24, 401k, Corporate Finance, Fund Of Funds, Prime Brokerage, Equity Trading, Investment Advisory, Trading, High Net Worth..., Hedging, Venture Capital, Trading Systems, Valuation, Strategic Financial..., Series 65, IPO, FINRA, Business Valuation, Wealth
Education
St. Francis College 1980 — 1982
St. Francis College
Michael Bangert's JP Morgan Securities Experience June 2006 - May 2008
Job Client Accountant/Patent, Real Estate & Corporate Finance at Wilson Sonsini Goodrich & Rosati
Industry Legal Services
Experience
Wilson Sonsini Goodrich & Rosati October 2013 - Present
Wilson Sonsini Goodrich & Rosati April 2013 - October 2013
William-Sonoma, Inc. August 2010 - February 2013
Townsend, Townsend & Crew, LLP August 2008 - July 2009
JP Morgan Securities June 2006 - May 2008
PricewaterhouseCoopers 2008 - 2008
Banc of America Securities May 2004 - June 2006
CIR Ventures January 2002 - November 2002
Mayfield Fund 1999 - 2001
Skills
Budgeting, Accounting, Forecasting, Project Accounting, Vendor Management, Compliance, Internal Controls, Budgets, Patent Prosecution, Patent Searching
Education
University of California, Berkeley 2009 — 2010
Graduate Certificate
Golden Gate University 2007 — 2009
Graduate Certificate
San Francisco State University 2000 — 2004
Bachelor of Arts (BA)
College of San Mateo 1990 — 1992
Associates of Science
Wilson Sonsini Goodrich & Rosati October 2013 - Present
Wilson Sonsini Goodrich & Rosati April 2013 - October 2013
William-Sonoma, Inc. August 2010 - February 2013
Townsend, Townsend & Crew, LLP August 2008 - July 2009
JP Morgan Securities June 2006 - May 2008
PricewaterhouseCoopers 2008 - 2008
Banc of America Securities May 2004 - June 2006
CIR Ventures January 2002 - November 2002
Mayfield Fund 1999 - 2001
Skills
Budgeting, Accounting, Forecasting, Project Accounting, Vendor Management, Compliance, Internal Controls, Budgets, Patent Prosecution, Patent Searching
Education
University of California, Berkeley 2009 — 2010
Graduate Certificate
Golden Gate University 2007 — 2009
Graduate Certificate
San Francisco State University 2000 — 2004
Bachelor of Arts (BA)
College of San Mateo 1990 — 1992
Associates of Science
John Regan's JP Morgan Securities Experience July 2003 - June 2007
Job Principal at Park Bridge Financial
Industry Real Estate
Experience
Park Bridge Financial March 2009 - Present
Merrill Lynch June 2007 - March 2009
JP Morgan Securities July 2003 - June 2007
Fleet Boston Securities May 1996 - June 2003
Skills
Real Estate, Syndications, Leveraged Finance, Real Estate Economics, Investment Properties, Due Diligence, Valuation, Investments, CMBS, Asset Management, Portfolio Management, Financial Modeling, Commercial Real Estate, Management, Real Estate Financing, Capital Markets, Credit, Banking
Education
Providence College 1981 — 1985
BS, Finance
Iona Prep
Park Bridge Financial March 2009 - Present
Merrill Lynch June 2007 - March 2009
JP Morgan Securities July 2003 - June 2007
Fleet Boston Securities May 1996 - June 2003
Skills
Real Estate, Syndications, Leveraged Finance, Real Estate Economics, Investment Properties, Due Diligence, Valuation, Investments, CMBS, Asset Management, Portfolio Management, Financial Modeling, Commercial Real Estate, Management, Real Estate Financing, Capital Markets, Credit, Banking
Education
Providence College 1981 — 1985
BS, Finance
Iona Prep
Lilia Cabezas-Johnson's JP Morgan Securities Experience April 2014 - Present
Job Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
J.P Morgan Securities LLC January 2015 - Present
JP Morgan securities April 2014 - Present
JP Morgan securities October 2007 - April 2014
Fidelity Investments February 1999 - October 2007
National Financial February 1999 - April 2000
Skills
Bi-lingual, Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Ohio Life & Health
Education
Schiller International University 1997 — 1998
MA, International Relations London Campus
Virginia State University 1991 — 1996
Bachelor of Arts, International Studies
J.P Morgan Securities LLC January 2015 - Present
JP Morgan securities April 2014 - Present
JP Morgan securities October 2007 - April 2014
Fidelity Investments February 1999 - October 2007
National Financial February 1999 - April 2000
Skills
Bi-lingual, Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Ohio Life & Health
Education
Schiller International University 1997 — 1998
MA, International Relations London Campus
Virginia State University 1991 — 1996
Bachelor of Arts, International Studies
Tyler Seelow's JP Morgan Securities Experience October 2010 - December 2014
Job Chase Private Client Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. January 2015 - Present
JP Morgan Securities October 2010 - December 2014
Skills
Investments, Series 7, Wealth, Series 63, Series 6, Investment Strategies, Uniform Combined State..., Finance, Investment Advisory, Asset Allocation, Life Insurance, Mutual Funds, Securities, Sales Management, Investment Banking, Series 66, Investment Products
Education
University of Louisville 2005 — 2009
Communication, Sales
Ballard High School 2003 — 2005
JP Morgan Chase Bank N.A. January 2015 - Present
JP Morgan Securities October 2010 - December 2014
Skills
Investments, Series 7, Wealth, Series 63, Series 6, Investment Strategies, Uniform Combined State..., Finance, Investment Advisory, Asset Allocation, Life Insurance, Mutual Funds, Securities, Sales Management, Investment Banking, Series 66, Investment Products
Education
University of Louisville 2005 — 2009
Communication, Sales
Ballard High School 2003 — 2005
Mitchell Kussoy's JP Morgan Securities Experience October 2008 - February 2013
Job Senior Financial Advisor / Vice President at USbancorp Investments, Inc
Industry Financial Services
Experience
USbancorp Investments, Inc March 2013 - Present
JP Morgan Securities October 2008 - February 2013
Washington Mutual Financial Services June 1997 - October 2008
Great Western Financial Securities June 1994 - April 1997
Sierra Trust funds June 1993 - May 1994
Skills
Asset Managment, Investments, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Strategic Financial..., Series 7, Portfolio Management, Series 65, Fixed Annuities, Long-term Care, Finance, Variable Annuities, Bonds, Investment Advisory, Retirement, Asset Allocation, Wealth Management..., Investment Strategies, Alternative Investments, Financial Advisory, 401k, Asset Management, Securities
Education
California State University-Northridge
National University
USbancorp Investments, Inc March 2013 - Present
JP Morgan Securities October 2008 - February 2013
Washington Mutual Financial Services June 1997 - October 2008
Great Western Financial Securities June 1994 - April 1997
Sierra Trust funds June 1993 - May 1994
Skills
Asset Managment, Investments, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Strategic Financial..., Series 7, Portfolio Management, Series 65, Fixed Annuities, Long-term Care, Finance, Variable Annuities, Bonds, Investment Advisory, Retirement, Asset Allocation, Wealth Management..., Investment Strategies, Alternative Investments, Financial Advisory, 401k, Asset Management, Securities
Education
California State University-Northridge
National University
Duke Ring's JP Morgan Securities Experience August 2010 - Present
Job JP Morgan Securities
Industry Capital Markets
Experience
JP Morgan Securities August 2010 - Present
Neuberger Berman March 2007 - August 2010
Skills
Investments, Financial Analysis, Investment Management, Equities, Mutual Funds, Series 7, Asset Management, Financial Modeling, Asset Allocation, Alternative Investments, Microsoft Office, Securities, Bloomberg, Wealth Management, Financial Reporting, Fixed Income, Portfolio Management, Series 63, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Finance
Petersburg Elementary
Finance, General
JP Morgan Securities August 2010 - Present
Neuberger Berman March 2007 - August 2010
Skills
Investments, Financial Analysis, Investment Management, Equities, Mutual Funds, Series 7, Asset Management, Financial Modeling, Asset Allocation, Alternative Investments, Microsoft Office, Securities, Bloomberg, Wealth Management, Financial Reporting, Fixed Income, Portfolio Management, Series 63, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Finance
Petersburg Elementary
Finance, General
Myra Muhammad's JP Morgan Securities Experience November 2006 - Present
Job Client Associate at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities November 2006 - Present
Skills
Series 7
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BS), Finance, General
JP Morgan Securities November 2006 - Present
Skills
Series 7
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BS), Finance, General
Tony Di Norcia's JP Morgan Securities Experience July 2011 - May 2013
Job Owner at Beach Bagels
Industry Food & Beverages
Experience
Beach Bagels July 2014 - Present
JP Morgan Securities July 2011 - May 2013
Two-Four Consulting / Morgan Stanley Smith Barney January 2011 - July 2011
Citigroup 1989 - December 2010
Skills
Investment Advisory, Mutual Funds, Series 7, Asset Allocation, Separately Managed..., ETFs, Financial Advisory, Series 63, Investments, Wealth Management, Asset Management, Portfolio Management, Hedge Funds, Financial Services, Program Management, Risk Management, Investment Strategies, Securities, Wealth Management..., Trading Systems, Investment Management, FINRA, Alternative Investments, Relationship Management, Retirement Planning, Financial Markets, Capital Markets, Fund Of Funds, Derivatives, Investment Banking, Retirement
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance and Investments
Beach Bagels July 2014 - Present
JP Morgan Securities July 2011 - May 2013
Two-Four Consulting / Morgan Stanley Smith Barney January 2011 - July 2011
Citigroup 1989 - December 2010
Skills
Investment Advisory, Mutual Funds, Series 7, Asset Allocation, Separately Managed..., ETFs, Financial Advisory, Series 63, Investments, Wealth Management, Asset Management, Portfolio Management, Hedge Funds, Financial Services, Program Management, Risk Management, Investment Strategies, Securities, Wealth Management..., Trading Systems, Investment Management, FINRA, Alternative Investments, Relationship Management, Retirement Planning, Financial Markets, Capital Markets, Fund Of Funds, Derivatives, Investment Banking, Retirement
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance and Investments
Bruce Baumgarten's JP Morgan Securities Experience 2008 - Present
Job Vice President at J.P. Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities 2008 - Present
Bear Stearns November 2005 - March 2008
Gibraltar Securities March 1979 - April 1999
Hamilton Cook Securities August 1973 - March 1979
Gibraltar Securities April 1969 - March 1973
Education
Fairleigh Dickinson University 1965 — 1969
B.A., History and Political Science
Weequahic
JP Morgan Securities 2008 - Present
Bear Stearns November 2005 - March 2008
Gibraltar Securities March 1979 - April 1999
Hamilton Cook Securities August 1973 - March 1979
Gibraltar Securities April 1969 - March 1973
Education
Fairleigh Dickinson University 1965 — 1969
B.A., History and Political Science
Weequahic
Daniel C. Cote's JP Morgan Securities Experience April 2009 - Present
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities April 2009 - Present
Bear Stearns February 2009 - April 2009
Bear Stearns July 2005 - February 2009
Citigroup Smith Barney May 2004 - July 2005
Education
University of Massachusetts Dartmouth 2000 — 2004
JP Morgan Securities April 2009 - Present
Bear Stearns February 2009 - April 2009
Bear Stearns July 2005 - February 2009
Citigroup Smith Barney May 2004 - July 2005
Education
University of Massachusetts Dartmouth 2000 — 2004
Gianni Miccoli's JP Morgan Securities Experience April 2010 - Present
Job Electronic Sales Trader at JP Morgan Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities April 2010 - Present
Skills
Equities, Hedge Funds, Bloomberg, Trading Systems, Electronic Trading, Series 7, Financial Markets, Derivatives, Trading, Series 63, Equity Trading, Options, Product Management
Education
Fairleigh Dickinson University
Master of Business Administration (MBA)
Seton Hall University
Bachelor of Science (BS), Accounting and Finance
JP Morgan Securities April 2010 - Present
Skills
Equities, Hedge Funds, Bloomberg, Trading Systems, Electronic Trading, Series 7, Financial Markets, Derivatives, Trading, Series 63, Equity Trading, Options, Product Management
Education
Fairleigh Dickinson University
Master of Business Administration (MBA)
Seton Hall University
Bachelor of Science (BS), Accounting and Finance
James Cotter's JP Morgan Securities Experience 1997 - 2001
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2007 - Present
Jefferies & Company 2004 - 2006
JP Morgan Securities 1997 - 2001
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers, Venture Capital, Capital Markets, Private Equity, Corporate Development, Due Diligence, LBO, Equities, Business Strategy, Investor Relations, Hedge Funds, M&A experience, Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Equity Research
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA, Finance, General
Tulane University 1983 — 1987
BA, Philosophy
SunTrust Robinson Humphrey October 2007 - Present
Jefferies & Company 2004 - 2006
JP Morgan Securities 1997 - 2001
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers, Venture Capital, Capital Markets, Private Equity, Corporate Development, Due Diligence, LBO, Equities, Business Strategy, Investor Relations, Hedge Funds, M&A experience, Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Equity Research
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA, Finance, General
Tulane University 1983 — 1987
BA, Philosophy
Losmin Jimenez's JP Morgan Securities Experience July 2000 - October 2001
Job Director of Advocacy for Children and Families at Maryland Legal Aid
Industry Legal Services
Experience
Maryland Legal Aid July 2014 - Present
Americans for Immigrant Justice January 2012 - December 2013
Three Rivers Legal Services, Inc August 2008 - January 2012
Hunton and Williams, LLP May 2008 - August 2008
U.S. Department of Justice, Child Exploitation and Obscenity Section May 2007 - August 2007
Legal Aid Society of Dade County Bar Association May 2006 - August 2006
Lawyers for Children America August 2004 - December 2004
JP Morgan Securities July 2000 - October 2001
Commerzbank Asset Management September 1999 - December 1999
Banco Santander February 1999 - July 1999
Skills
Appeals, Public Policy, Legal Assistance, Nonprofits, Policy Analysis, Legal Research, Community Outreach, Immigration Law, Legal Writing, Project Management
Education
University of Florida, Levin College of Law 2005 — 2007
JD
London School of Economics and Political Science, U. of London 2002 — 2003
MSc, European Politics and Policy
Boston University 1996 — 1999
BA, Economics and International Relations
American University
Atlantic Community High School
Maryland Legal Aid July 2014 - Present
Americans for Immigrant Justice January 2012 - December 2013
Three Rivers Legal Services, Inc August 2008 - January 2012
Hunton and Williams, LLP May 2008 - August 2008
U.S. Department of Justice, Child Exploitation and Obscenity Section May 2007 - August 2007
Legal Aid Society of Dade County Bar Association May 2006 - August 2006
Lawyers for Children America August 2004 - December 2004
JP Morgan Securities July 2000 - October 2001
Commerzbank Asset Management September 1999 - December 1999
Banco Santander February 1999 - July 1999
Skills
Appeals, Public Policy, Legal Assistance, Nonprofits, Policy Analysis, Legal Research, Community Outreach, Immigration Law, Legal Writing, Project Management
Education
University of Florida, Levin College of Law 2005 — 2007
JD
London School of Economics and Political Science, U. of London 2002 — 2003
MSc, European Politics and Policy
Boston University 1996 — 1999
BA, Economics and International Relations
American University
Atlantic Community High School
Mike Montemarano's JP Morgan Securities Experience October 2008 - February 2013
Job KYC Officer and Onboarding Specialist
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase & Co. February 2013 - November 2014
JP Morgan Securities October 2008 - February 2013
Bear Stearns July 2000 - September 2008
Skills
Prime Brokerage, Hedge Funds, Mutual Funds, Alternative Investments, Financial Services, Securities, Equities, Fixed Income, AML, FINRA, Series 7, Series 24, USA PATRIOT Act, KYC, Paralegal Certification, Legal and Financial..., Asset Managment, Print Production Process, EDGAR filings, Credit, Client Services, Back Office, Due Diligence, Corporate Actions, Asset Management
Education
Baruch College, City University of New York 1993 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
St. Francis College
Bachelor of Science, Management
New York University
Certificate, Paralegal Studies
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase & Co. February 2013 - November 2014
JP Morgan Securities October 2008 - February 2013
Bear Stearns July 2000 - September 2008
Skills
Prime Brokerage, Hedge Funds, Mutual Funds, Alternative Investments, Financial Services, Securities, Equities, Fixed Income, AML, FINRA, Series 7, Series 24, USA PATRIOT Act, KYC, Paralegal Certification, Legal and Financial..., Asset Managment, Print Production Process, EDGAR filings, Credit, Client Services, Back Office, Due Diligence, Corporate Actions, Asset Management
Education
Baruch College, City University of New York 1993 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
St. Francis College
Bachelor of Science, Management
New York University
Certificate, Paralegal Studies
AJ Bishop's JP Morgan Securities Experience August 2011 - July 2014
Job Regional Brokerage Manager, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
JP Morgan Securities August 2011 - July 2014
JPMorgan Chase & Co. July 2006 - August 2011
Skills
Management, Leadership, Customer Service, Sales, Strategic Planning, Strategy, Marketing, Investments, Portfolio Management
Education
Seattle University 2010 — 2012
Master of Arts (MA), Organization Systems
Purdue University 1999 — 2003
Bachelor of Arts (BA), Organizational and Business Communication
Wells Fargo Advisors, LLC July 2014 - Present
JP Morgan Securities August 2011 - July 2014
JPMorgan Chase & Co. July 2006 - August 2011
Skills
Management, Leadership, Customer Service, Sales, Strategic Planning, Strategy, Marketing, Investments, Portfolio Management
Education
Seattle University 2010 — 2012
Master of Arts (MA), Organization Systems
Purdue University 1999 — 2003
Bachelor of Arts (BA), Organizational and Business Communication
Clayton Cohen's JP Morgan Securities Experience June 2013 - September 2013
Job Personal Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JP Morgan Securities June 2013 - September 2013
ABM Industries June 2012 - August 2012
Jewish Community Center 2005 - 2012
Skills
Equities, Bloomberg, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Capital Markets, Valuation, Investments, Financial Analysis, Corporate Finance, Portfolio Management
Education
University of Arizona 2006 — 2010
Bachelor's degree, Economics
JPMorgan Chase February 2014 - Present
JP Morgan Securities June 2013 - September 2013
ABM Industries June 2012 - August 2012
Jewish Community Center 2005 - 2012
Skills
Equities, Bloomberg, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Capital Markets, Valuation, Investments, Financial Analysis, Corporate Finance, Portfolio Management
Education
University of Arizona 2006 — 2010
Bachelor's degree, Economics
Isaac Saenz's JP Morgan Securities Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Securities 2010 - 2013
JPMorgan Chase 2010 - 2013
Fansteel, Inc 2006 - 2006
Invacare Corporation 1993 - 2003
Skills
PC, Outlook, Microsoft Excel, Communication Skills, Project Planning, Personal Financial..., Purchasing, Materials, Freight Forwarding, Customer Service, Long-term Customer..., Client Profiles, Production Planning, Creative Problem Solving, Team-oriented, Learning Quickly, Continuous Improvement, Lean Manufacturing, Strategic Planning, Supply Chain Management, Management, Team Building
Education
The University of Texas-Pan American 1982 — 1989
Bachelor of Business Administration (BBA), Finance, General
JP Morgan Securities 2010 - 2013
JPMorgan Chase 2010 - 2013
Fansteel, Inc 2006 - 2006
Invacare Corporation 1993 - 2003
Skills
PC, Outlook, Microsoft Excel, Communication Skills, Project Planning, Personal Financial..., Purchasing, Materials, Freight Forwarding, Customer Service, Long-term Customer..., Client Profiles, Production Planning, Creative Problem Solving, Team-oriented, Learning Quickly, Continuous Improvement, Lean Manufacturing, Strategic Planning, Supply Chain Management, Management, Team Building
Education
The University of Texas-Pan American 1982 — 1989
Bachelor of Business Administration (BBA), Finance, General
Khawar Jamal's JP Morgan Securities Experience May 2012 - February 2014
Job Financial Advisor
Industry Financial Services
Experience
Santander Securities April 2014 - April 2015
JP Morgan Securities May 2012 - February 2014
Skills
Holistic Financial..., Sales Process, Finance, Retirement Planning, Investments, Wealth Management, Financial Advisory, Retirement, Mutual Funds, Portfolio Management, Financial Planning
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics
Santander Securities April 2014 - April 2015
JP Morgan Securities May 2012 - February 2014
Skills
Holistic Financial..., Sales Process, Finance, Retirement Planning, Investments, Wealth Management, Financial Advisory, Retirement, Mutual Funds, Portfolio Management, Financial Planning
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics